Technology

Peter Jordan, head of proposition marketing at Skandia, takes a closer look at how advisers are using platform-based tools.

As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Castle Court Consulting

The future of Bankhall's Portavista platform has been thrown into fresh doubt after the support provider announced it would no longer use Capita's Enabler technology to power it.

AXA Wealth is realigning its sales team to reflect the growing importance advisers are attaching to platforms and investment.

Ascentric is launching a deposit account from Investec to tap into the growing appetite for cash as investors shun volatile equity markets.

Cofunds has agreed a long-term tie-up with Threadneedle ahead of the launch of its panel of research funds in January.

Plum Software will run a series of roadshows for IFAs around the country demonstrating how its latest software can help with client management.

FundsNetwork is launching a second version of its tax wrapper analyser, giving advisers an upgraded comparison tool and an analysis function for high-rate taxpayers.

Carmine Gallo, who recently completed a book on Steve Jobs' presentation techniques, observes that "Passion, emotion, and enthusiasm are grossly underestimated ingredients in professional business communications."

Leeburn Financial Planning is teaming up with wrap platform Nucleus.