Technology

Successfully agreeing a client's attitude to investment risk is one the most important, and most vexatious areas of financial advice.

PLATFORM provider Cofunds has extended its e-commission offering with 1st Software to include commission reconciliation on its bond and pension products offered in conjunction with Legal & General.

FIONA Price is launching a web-based leadership and mentoring forum for professional women.

Only Finance has signed an exclusive deal with The Exchange to integrate its back-office system with the Exweb portal.

Figure Out, the technology arm of newly launched national IFA firm 2Plan, has appointed Jonathan Story IT development head.

THE Exchange has integrated its Exweb portal service with the back-office system of Only Finance, the independent financial broker.

Friends Provident today announces it has rolled out a business tracking system for advisers across its entire product range.

Wrap accounts continue to bring real benefits for advisers helping their clients plan for retirement says Malcolm Murray

James Hay has added eight new funds from Fidelity and Credit Suisse to its wrap platform.

LEAD distributor paaleads.com has expanded its website with the addition of ‘Community', a forum to encourage opinion sharing amongst intermediaries.