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Technology

Technology

Origo to add time-saving admin to agency reg

Origo, the standards body for e-commerce in the UK financial services industry, will add time-saving administration functions to its agency registration service by the last quarter of the year.

clock 18 April 2008 •

Technology

Zurich launches bond/unit trust comparison tool

Zurich has launched software enabling advisers to assess the comparative returns from UK investment bonds and unit trusts.

clock 17 April 2008 •

Technology

Standard Life launches SIPP online trading

Standard Life launched its online dedicated SIPP solution to advisers earlier this week, offering a new fund trading service.

clock 17 April 2008 •

Technology

IFAs offered e-commission solution to RMAR

Advisers can receive commission statements electronically and match them against their expected income after the latest launch by IFA technology provider Plum Software.

clock 15 April 2008 •

Technology

Friends Prov re-launches adviser info site

Friends Provident has re-launched its online info centre, bringing the firm's news, information and resources together in one place.

clock 15 April 2008 •

Mortgages

Orbiter to begin broker pilot

Orbiter, a new online mortgage sourcing and processing service, is to begin a formal broker pilot next week.

clock 11 April 2008 •

Technology

Online tools come of age

Risk profiling, asset allocation and stochastic modeling tools have come a long way since the turn of the millennium when they first appeared.

clock 11 April 2008 •

Technology

Three quarters of IFAs in wrap migration TCF breach

Nearly three quarters of advisers could be in breach of TCF as they migrate clients over to wrap platforms, according to a new survey by technology solutions provider Dunstan Thomas.

clock 10 April 2008 •

Technology

Supermarkets limit IFA access to 'fund innovation'

Advisers are missing out on the latest fund innovation because supermarkets are reluctant to add offshore vehicles to platforms, HSBC Investments says.

clock 09 April 2008 •

Technology

Standard Life launches online income projector

Standard Life has launched an online tool to provide tax efficient income projections for advisers and their clients.

clock 09 April 2008 •
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