Technology

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.

It is often said time flies when you are having fun and, while there may have been precious little fun in financial services over the last year or so, I really cannot believe it is almost three years since Nucleus came to be.

Trigold and Crystal Software Solutions have confirmed they are to merge into a combined business called Trigold Crystal Ltd, subject to formal consent from shareholders.

James Hay has delivered a 40% increase in the number of discounted funds available through its Investment Centre.

Standard Life wrap will offer adviser firms with more than £10m of assets on the platform rebates to pass onto their clients.

HSBC Bank has selected 1st - The Exchange's Exweb as its quotation platform, for exclusive integration with the bank's 'Solutions' point of sale (POS) system.