Technology

The trend for advisers to become ‘asset gatherers - consolidating client's investments onto a platform or wrap - is well advanced, with well-known benefits to both the adviser and the client.

Capita Financial Software (CFSL) has launched its latest edition of Client Care Desktop version 4, including integration with Portavista and Portal Builder for the first time.

'Two nations divided by a common language' was George Bernard Shaw's observation of the relationship between the United States and the United Kingdom.

Cofunds has revamped its suite of commission reporting, recognising that the reconciliation process was unnecessarily complex for advisers, especially in the case of initial commissions.

Back-office solutions provider IntelliFlo is set to upgrade the capabilities of Intelligent Office (IO) to enable advisers to re-design the product to suit their business models.

Novia Financial has employed Dunstan Thomas to enable pensions and investment illustrations on its wrap platform, due for launch later this year.

Advisers who use the Cofunds platform will now receive a single weekly report which combines all their initial and trail commission statements.

Norwich Union has reaffirmed its commitment to wrap following the news it has handed the administration of its Lifetime platform to Scottish Friendly.

Norwich Union has announced it will transfer its problematic Lifetime wrap business onto Scottish Friendly's platform proposition.

Wrap provider Ascentric has further strengthened its new business and transition teams with three appointments.