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Technology

Technology

Friends Prov rolls out business tracker across range

Friends Provident today announces it has rolled out a business tracking system for advisers across its entire product range.

clock 03 September 2007 •

Technology

Supporting the wrap

Wrap accounts continue to bring real benefits for advisers helping their clients plan for retirement says Malcolm Murray

clock 01 September 2007 •

Technology

James Hay adds eight funds to wrap

James Hay has added eight new funds from Fidelity and Credit Suisse to its wrap platform.

clock 31 August 2007 •

Technology

paaleads.com expands website

LEAD distributor paaleads.com has expanded its website with the addition of ‘Community', a forum to encourage opinion sharing amongst intermediaries.

clock 31 August 2007 •

Technology

Paaleads.com unveils broker forum

Paaleads.com has launched an online forum encouraging brokers to express their opinions on current issues.

clock 30 August 2007 •

Technology

Automated property portfolio builder launched

The Property Investment Market has launched an online portfolio builder for property investors, which allows investors to reap the benefits of property investment without needing to choose their properties.

clock 29 August 2007 •

Technology

Defaqto completes online rollout

Financial research firm Defaqto has rolled out its entire database products online.

clock 24 August 2007 •

Technology

InvestACC expands IFA back office system

FINANCIAL advisory service, InvestAcc, has signed up with software solutions provider, Financial Objects, to integrate its existing Fairs IFA Manager back office facility with the Genisys Document Manager information and document management suite.

clock 24 August 2007 •

Technology

IFAs can now check commission on CLASS

Advisers will be able to check pending commission as part of a new expansion of Canada Life Group Insurance's online eBusiness portal, CLASS.

clock 23 August 2007 •

Technology

£250k of improvements for Webline

Webline, an online quote and apply portal for intermediaries, has today promised to invest £250,000 in response to a recent user forum.

clock 23 August 2007 •
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