Technology

Tenon Financial Services (TFS) has chosen SEI to provide global wealth platform services as part of its new business model.

Conforto Financial Management has decided to adopt a single platform approach for its clients to improve efficiency as part of an expansion drive.

A merger between mortgage sourcing provider Trigold and point of sale solutions firm Crystal has been finalised, IFAonline understands.

This week saw the announcement Trigold and Crystal have merged. Not a surprise in many ways, as both are among the market leaders for supplying mortgage technology solutions, but their respective offerings were focused on different functional niches....

A tool enabling directly-authorised member firms to calculate their capital adequacy requirements is being launched by Tenet Support Services (TSS).

Determining profit and revenue per client and per adviser are just some of the functions available to firm owners via a tool launched this week.

Friends Provident has launched an online toolkit it says will help advisers enhance their protection selling skills.

A total of 70% of advisers believe using a single platform will not jeopardize their independent status but a quarter still need to be convinced, according to Defaqto's annual review of the UK platform and wrap market.

Legal & General (L&G) has launched an online point-of-sale business system which allows advisers to manage their own cases from start to finish.