professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Technology

Wraps face threat from back-office providers

Wraps are facing competition from in-house ‘super wrap' providers, according to Anthony Badaloo, principal of Church Hill Finance.

clock 31 July 2007 •

Technology

Woolwich launches MAX tool for intermediaries

Woolwich has announced the launch of a new mortgage sales tool, which it says will give intermediaries a faster, simpler and more efficient way of doing business online.

clock 30 July 2007 •

Technology

Webline launches data capture tool

Webline, the online quotation and fulfilment service, has launched a new client data capture facility, which will save time for advisers by pre-populating data fields in online forms.

clock 27 July 2007 •

Technology

Six new members for Adviserwise.com

Adviserwise.com, the eServices initiative created by eCommerce standards body Origo, has today announced six new joiners for the scheme.

clock 26 July 2007 •

Technology

Selestia Investment Solutions goes live on August 15

Selestia Investment Solutions, the new combined platform from Skandia and Selestia, will go live to new business on August 15.

clock 26 July 2007 •

Technology

Experian acquires software provider N4 Solutions

Experian has acquired N4 Solutions, a provider of specialist software for the mortgage and financial planning sectors, which will become part of Experian's consumer business it was announced today.

clock 25 July 2007 •

Technology

L&G rolls out mortgage quote service

Legal & General has rolled its general insurance quote and apply service GIology to 5,000 mortgage advisers.

clock 25 July 2007 •

Technology

Time to set some industry standards

Very recently an elderly client appointed his son & daughter as Power of Attorney. We submitted the certified copy of the Power of Attorney Form to all of the companies with whom he held investments. Of the 6 companies, not one of them followed the same...

clock 24 July 2007 •

Technology

IFA Life expands into mortgages

IFA Life, an online forum enabling advisers to share information and best practice, has expanded into mortgages.

clock 23 July 2007 •

Technology

Pru joins Exweb's instant annuity quote service

Prudential has joined The Exchange's Exweb service enabling more than 25,000 advisers to access client quotations from Prudential through the online portal.

clock 20 July 2007 •
365366367
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page