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Technology

Technology

PosSol rolls out bespoke True Potential software to partners

Positive Solutions is rolling out a bespoke version of the latest True Potential software to its partners.

clock 01 June 2011 •

Wrap/platforms

Macquarie's Porteous to head up RSM Tenon's platform

RSM Tenon has appointed Macquarie wrap's former head of distribution John Porteous to head up its wealth platform proposition.

clock 31 May 2011 •

Wrap/platforms

IFAs to platforms: Your financial strength is key

A third of platform research carried out by advisers focuses on provider strength, suggests research from Capita.

clock 27 May 2011 •

Wrap/platforms

Nucleus launches self-service model portfolio

Nucleus has added a self-service option to its model portfolios, which gives advisers more control to create and rebalance investments.

clock 26 May 2011 •

Technology

How to cut down on administration

Avelo's strategy & business development director, Paul Yates, believes technology is the key to better client relationships...

clock 26 May 2011 •

Technology

Tech review: Morningstar's Adviser Workstation

Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution

clock 26 May 2011 •

Wrap/platforms

Bestinvest launches execution-only platform

Bestinvest has launched an execution-only platform and SIPP service.

clock 24 May 2011 •

Wrap/platforms

Financial strength 'key' when selecting platform

Platforms should spend less time launching financial planning tools and "step up" their efforts in the areas of financial strength, technology and service support, according to Rayner Spencer Mills.

clock 24 May 2011 •

Wrap/platforms

Transact holds pole position on platform table

Transact has held its top spot on The Platforum leaderboard for the first quarter.

clock 20 May 2011 •

Wrap/platforms

Transact falls prey to mafia game twitter scam

Transact has fallen victim to a hacking scam on Twitter resulting in the wrap inadvertently inviting followers to play an "addictive" game about mobsters and the mafia.

clock 20 May 2011 •
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