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Technology

Technology

Bankhall brings in Assureweb for online protection quotes

ASSUREWEB is to provide the engine behind Bankhall Online's existing quotation service and its new income protection service to Bankhall members.

clock 12 September 2007 •

Technology

Quay deal provides client fund portfolio analysis

Quay Software clients can analyse customers' fund portfolios for the first time after the firm integrated its client care desktop (CCD) with one of Financial Express's flagship packages, Analytics.

clock 11 September 2007 •

Technology

P-Solve hops on Nucleus platform

P-SOLVE Alternative Investments (PAI), the London-based fund of hedge funds manager, has placed its fund of hedge funds on the Nucleus Financial IFA platform.

clock 11 September 2007 •

Technology

Tech firm DSTi PAS boosts team

DSTi PAS, a technology partner of IFAs and providers, has announced two senior appointments.

clock 10 September 2007 •

Technology

Psychometric risk profiling de-mystified

Successfully agreeing a client's attitude to investment risk is one the most important, and most vexatious areas of financial advice.

clock 07 September 2007 •

Technology

Cofunds expands online commission tracker

PLATFORM provider Cofunds has extended its e-commission offering with 1st Software to include commission reconciliation on its bond and pension products offered in conjunction with Legal & General.

clock 06 September 2007 •

Technology

Fiona Price launches Diva-Biz website

FIONA Price is launching a web-based leadership and mentoring forum for professional women.

clock 06 September 2007 •

Technology

Only Finance lets Exweb into back-office

Only Finance has signed an exclusive deal with The Exchange to integrate its back-office system with the Exweb portal.

clock 05 September 2007 •

Technology

2Plan's tech arm adds new IT chief

Figure Out, the technology arm of newly launched national IFA firm 2Plan, has appointed Jonathan Story IT development head.

clock 05 September 2007 •

Technology

Only Finance adopts Exweb portal

THE Exchange has integrated its Exweb portal service with the back-office system of Only Finance, the independent financial broker.

clock 04 September 2007 •
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