Technology

AXA will develop a wrap platform as part of a major restructuring of the business following its acquisition of Winterthur.

Some 36 funds have been added to the Selestia platform through the addition of fund managers Baillie Gifford and SWIP.

Alliance & Leicester has put its entire range of prime residential and specialist BTL, self-certification and near-prime mortgages fully online for intermediary access.

Financial services providers like Standard Life have invested millions of pounds into e-commerce services during the last few years. Some of these services you will be using on a regular basis and will simply take for granted. Others you will have heard...

Independent financial advisers are not required to use more than one wrap platform if they conclude it is in the bests interest of the client to place their assets through such services, the FSA says.

Savings of up to 50% in overheads associated with manual processing of settlement and asset services are being promised from the deal to acquire EMXCo by Euroclear, the owner of CRESTCo.

Software firm BancTec has launched a mortgage processing support solution that it says is designed to enable independent financial advisors, brokers and field sales staff to process and monitor all stages of the mortgage application remotely.

I was out on the road last week chairing conferences on the development of the wrap and platform market, and learned some valuable lessons about the reality of the adviser business.

During the course of this year I've been giving a lot of thought to technology. Our own experiences of technology within Informed Choice have meant I have sat through hours of presentations, read various books on the subject and had conversations with...

Now the Online Finance Awards have been delivered and the various non-winners have retreated to lick their wounds, it is time to pause for some serious thoughts on what is required by way of web-improvements to keep the industry going in the right direction....