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Technology

Technology

Skandia fund platform set for July launch

SKANDIA'S long-awaited new fund platform, Selestia Investment Services, is launching on July 30 it has been confirmed.

clock 21 June 2007 •

Technology

Standard Life adds 52 funds to platform

STANDARD Life has added a further 52 funds to its already extensive mutual funds platform.

clock 18 June 2007 •

Technology

'All-in' adviser tool launched

A technology platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.

clock 15 June 2007 •

Technology

True Potential launches 'all-in' tool

A TECHNOLOGY platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.

clock 15 June 2007 •

Technology

Lighthouse unveils new client risk strategy

Adviser firm Lighthouse Group has unveiled a fact-finding process it claims matches client risk with suitable investments with new accuracy.

clock 12 June 2007 •

Technology

Maintaining the right impression

As in any relationship, a close relationship with clients relies on good communication. With increasing competition and globalisation within financial services, this is becoming more important than ever.

clock 12 June 2007 •

Technology

Lighthouse launches new client risk initiative

IFA firm Lighthouse Group has linked up with F&C and Distribution Technology to launch a Client Risk Matching Initiative, which it said will result in asset allocation for clients that is most appropriately matched with their attitude to risk.

clock 12 June 2007 •

Technology

Cofunds expands offshore fund range

Fund supermarket Cofunds has expanded its Luxembourg-domiciled fund range.

clock 12 June 2007 •

Technology

Capita Enabler announces seminar dates

A series of free seminars designed to show how advisers can add value to their businesses with the latest software systems are set to take place throughout June and July.

clock 07 June 2007 •

Technology

Scottish Life revamps website

Scottish Life, the pensions specialist arm of the Royal London Group, has rolled out changes to its website enabling customers to log into investment screens specific to their policy or scheme.

clock 06 June 2007 •
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