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Technology

Technology

How will it all unwrap?

Now that we are past the half way mark of 2008, I thought this would be a good time to consider what the rest of the year may have in store for the platform market.

clock 30 July 2008 •

Technology

Canada Life updates CLASS

Canada Life Group Insurance has updated its internet-based eBusiness portal CLASS with two modules - eRenewal and eAdmin - aimed to provide advisers with complete end-to-end control of online group insurance schemes.

clock 28 July 2008 •

Technology

Transact's Murray defends fee hike

Transact has defended its decision to increase its charges earlier this month.

clock 25 July 2008 •

Technology

Positive power needed to beat the Bear

I am getting more and more frustrated with the gloom and doom being espoused in all circles financial, whether involving the recent turmoil in world stockmarkets or the long awaited housing correction.

clock 25 July 2008 •

Technology

Vasilieff recruits sales execs from Selestia IS

New wrap provider Novia has poached three sales executives from Selestia Investment Solutions.

clock 24 July 2008 •

Technology

Novia recruits sales trio

Novia, the new wrap launched by Selestia co-founder Bill Vasilieff, has recruited three new members for its sales team.

clock 24 July 2008 •

Technology

Trigold unveils Case Manager mortgage software

Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.

clock 24 July 2008 •

Technology

1st expands equity release service

1ST - The Exchange has expanded its Exweb online equity release service to include a new home reversion product from specialist provider Neville James Equity Release.

clock 23 July 2008 •

Technology

Pictet adds funds to 7IM wrap

Pictet Funds has listed 23 offshore funds onto 7IM's wrap platform.

clock 22 July 2008 •

Technology

Bankhall offers guidance on CMS

Bankhall has published a white paper aimed at provoking thought and debate on the challenges and benefits of using Client Management Systems (CMS).

clock 22 July 2008 •
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