Technology

Advisers can receive commission statements electronically and match them against their expected income after the latest launch by IFA technology provider Plum Software.

Friends Provident has re-launched its online info centre, bringing the firm's news, information and resources together in one place.

Orbiter, a new online mortgage sourcing and processing service, is to begin a formal broker pilot next week.

Risk profiling, asset allocation and stochastic modeling tools have come a long way since the turn of the millennium when they first appeared.

Nearly three quarters of advisers could be in breach of TCF as they migrate clients over to wrap platforms, according to a new survey by technology solutions provider Dunstan Thomas.

Advisers are missing out on the latest fund innovation because supermarkets are reluctant to add offshore vehicles to platforms, HSBC Investments says.

Standard Life has launched an online tool to provide tax efficient income projections for advisers and their clients.

The Financial Services Authority (FSA) will be dropping in to visit one in four of the firms under its charge and if the regulator does not come knocking this year, then management boards can expect not to be kept waiting long.

IFAs are still struggling to obtain necessary charging information from platform providers despite numerous assurances from the industry, Defaqto says.

Skandia has launched an upgraded version of its U-Skan investment analysis tool.