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Technology

Technology

Ascentric funds hit £100m

Hot on the heels of clocking up a ton of advisers last week, Ascentric has hit £100m of funds on its wrap platform.

clock 09 August 2007 •

Technology

An iStorm in a teacup

I had to laugh the other day when I caught the end of a film from the late 1980s - big hair and even bigger mobile phones. As time has passed, the size of mobile phones has decreased at the same rate as their sophistication has grown. At what point did...

clock 09 August 2007 •

Technology

The Personal Touch

Joined-up customer communications used to be something of a pipe-dream in the financial intermediary sector.

clock 08 August 2007 •

Technology

Zurich UK joins forces with Quay Software

ZURICH UK Life Business has joined forces with Quay Software to provide advisers with real-time valuations on Zurich products through Quay's Client Care Desktop (CCD) software package.

clock 08 August 2007 •

Technology

Super wraps - not all they're cracked up to be

I had an interesting chat a couple of days ago with IFAonline's own Jennifer Bollen on the threats to wrap providers from IFA back office system providers.

clock 07 August 2007 •

Technology

Winterthur offers IFAs help with RDR

A website for IFAs detailing updates, commentary and opinion on the Retail Distribution Review (RDR) has been launched by Winterthur.

clock 03 August 2007 •

Technology

AXA launches 'express' planning tool

AXA Wealth Management has launched an ‘express' version of its online planning tool, which allows IFAs to transact new business in five steps.

clock 03 August 2007 •

Technology

Winterthur launches RDR web service

Winterthur has launched a dedicated service on its website to provide updates, commentary and opinion on the FSA's Retail Distribution Review (RDR).

clock 02 August 2007 •

Technology

Zurich link offers IFAs real-time valuations

Advisers can now access real-time valuations on Zurich products after the investment firm linked to a Quay Software.

clock 02 August 2007 •

Technology

2Plan links with The Exchange

2Plan, the new national IFA firm, has linked up with The Exchange to offer the Exweb platform to its advisers.

clock 02 August 2007 •
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