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Technology

Wrap/platforms

Aviva says platforms face "hell of a job" getting RDR ready

Aviva said it is waiting with "bated breath" for publication of the platform policy paper - something it says could have a "fundamental impact" on how players operate.

clock 09 June 2011 •

Investing in the profession

How good is dutch planning tool Figlo?

Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.

clock 09 June 2011 •

Wrap/platforms

Cofunds to run retirement planning roadshows

Cofunds is teaming up with Technical Connection and Sippcentre to run a series of nationwide seminars designed to help advisers "get under the bonnet" of retirement planning.

clock 07 June 2011 •

Wrap/platforms

Skandia looks to crack rebate puzzle

Skandia has teamed up with technology provider Milestone Group to launch a rebates solution module designed to deliver improved accuracy and efficiency in the administration and delivery of rebates.

clock 07 June 2011 •

Wrap/platforms

Former Elevate chief Jennings joins FNZ

Platform technology provider FNZ has appointed former Axa Elevate managing director Martin Jennings to the newly-created position of COO for Australia and New Zealand.

clock 06 June 2011 •

Wrap/platforms

Why we use our platforms

With so many platforms vying for your business in a saturated market, deciding which one to use can be fraught with difficulty.

clock 06 June 2011 •

Wrap/platforms

Consumer Panel to probe platforms' client record keeping

The Financial Services Consumer Panel (FSCP) is investigating platforms' recording of client transactions, following concerns consumers will be left with no investment history if providers go bust.

clock 03 June 2011 •

Technology

Tech review: Prestwood's cashflow tools

Prestwood offers two versions of its proposition: Prestwood Professional, which has cashflow planning and back office system functionality; and Truth, its specialist cashflow planning tool.

clock 02 June 2011 •

Technology

Blog: Getting RDR-ready with technology

Nick Eatock, CEO of IntelliFlo, on how technology can help improve client relationships post-RDR

clock 02 June 2011 •

Wrap/platforms

FSA's platform paper delayed to Q3

The FSA's platform policy paper has been delayed to Q3 as the regulator struggles to formulate final rules on controversial areas including proposals to ban cash rebates.

clock 01 June 2011 •
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