Technology

Deciding which wrap proposition to choose will be one of the most important decisions an IFA makes this year, according to Nucleus boss David Ferguson.

Vertex Financial Services has acquired the Sesame Office business from Sesame Group.

Norwich Union Life has selected software provider Exstream's Dialogue product for all its future communications with customers.

threesixty, the IFA support services provider, will supply template suitability reports for back-office products company IntelliFlo.

The technological revolution for IFAs, if we can call it such, has been running much longer in the back office than the front, indeed a good rule of thumb in our market is the further you go from the client experience, the more you will find technology....

Standard Life has moved to increase the profile of its wrap and fund supermarket operations by appointing Mark Polson communications head.

Standard Life has added Thames River's multi-manager range run by Gary Potter and Rob Burdett to its mutual funds platform FundZone.

Financial advisers and brokers will need to introduce more sophisticated systems for managing commission payments in order to comply fully with the outcomes of the Retail Distribution Review (RDR), according to Callidus Software.

Capita has begun the New Year by launching a new integrated distribution business, Capita Wealth and Distribution Services (CWADS).

Nucleus has signed up a further six IFA firms to the adviser-owned wrap platform.