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Technology

Technology

Clients don't know their 'IFA' spam filters are on

In the world of communications it has been proven the text message is the first to be responded to, followed by email. Most people expect a response from an email within two working days.  

clock 16 March 2007 •

Technology

Purely Mortgages links to ITV Local generation

Mortgage intermediary firm Purely Mortgages has signed a new type of multi-media lead generation deal which could see a growth of clients through the new ITV Local service.

clock 16 March 2007 •

Technology

FundsNetwork launches loan trusts

FUNDSNETWORK is launching two new loan trusts as part of its Multi-Assets Trust range aimed at aiding inheritance tax planning and boosting the platform's mass market appeal.

clock 16 March 2007 •

Technology

Barclays unveils online risk/reward tool

BARCLAYS Stockbrokers has rolled out a new web-based tool designed to help investors determine their risk and reward profile.

clock 14 March 2007 •

Technology

JLT invests in Fundsdirect

JLT Benefit Solutions' SIPP and SSAS provider has strengthened its relationship with supermarket Fundsdirect by investing in the platform.

clock 12 March 2007 •

Technology

1st and Prestwood link technology

1st and Prestwood have announced plans to link their systems to provide advisers with a more efficient financial planning solution.

clock 09 March 2007 •

Technology

Providers offer wrap and platform clarity

TARGET markets are the best way of differentiating between wraps and platforms, according to Fidelity FundsNetwork and Cofunds.

clock 09 March 2007 •

Technology

NU to tackle admin in deal with Swiss Re

Norwich Union has signed a major outsourcing contract which will see the administration of almost three million life and pensions policies in the future handled by reinsurer Swiss Re.

clock 07 March 2007 •

Technology

Does it just stop at lost laptops?

We are all aware of the fine of almost £1m to Nationwide for their lost laptop. This single laptop was stolen from an employee's house but it is reported that Nationwide failed to report the loss to the FSA.

clock 06 March 2007 •

Technology

IFA tool offers client valuations online

IFA Systems has launched an addition to its web offering which allows clients to see the latest valuations for their products when logged into their IFA's website.

clock 06 March 2007 •
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