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Technology

Wrap/platforms

Transact posts strong profits ahead of float

Transact has posted bumper profits and increased its dividend ahead of the platform's planned flotation.

clock 07 January 2010 •

Wrap/platforms

CBG selects Ascentric to get RDR-ready

CBG Financial Services has chosen Ascentric to support its platform solution, in a bid to get ready for a post-RDR world.

clock 17 December 2009 •

Wrap/platforms

Novia launches pension transfer software

Novia is linking up with The Pension Performance Review Company to provide advisers with a system for simplifying the process of transferring pensions on wraps.

clock 16 December 2009 •

Wrap/platforms

Jupiter headlines OBSR Researched Funds Panel on Cofunds

Jupiter has the most funds on Cofunds' eagerly-awaited OBSR Researched Funds Panel with 10 vehicles making the grade.

clock 16 December 2009 •

Wrap/platforms

Novia unveils life-planning tool

Novia is linking up with Voyant to launch a software tool enabling advisers to provide a US-style life-planning service.

clock 11 December 2009 •

Wrap/platforms

Cofunds top choice with IFAs

Cofunds is the top choice amongst IFAs despite a stormy year for the platform provider, according to a new study from CWC Research.

clock 10 December 2009 •

Wrap/platforms

Cautious still top but property storms up chart - Cofunds

The Cautious Managed sector held on to top spot in the Cofunds sales chart for November for the third consecutive month.

clock 10 December 2009 •

Technology

2Plan or not to plan?

AT8 Group's Mark Loosmore talks to 2Plan about how it uses technology to boost the business.

clock 10 December 2009 •

Technology

Distribution Technology launches service to help larger IFAs

A new financial planning application to help "radically reduce" the cost of servicing customers for large IFAs is due to be launched by Distribution Technology.

clock 08 December 2009 •

Wrap/platforms

Skandia finally completes MultiFunds migration

Skandia has finally completed the migration of 280,000 active MultiFunds policies to its Skandia Investment Solutions (SIS) platform after a delay of over two years.

clock 04 December 2009 •
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