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Technology

Technology

Netting new clients through online marketing

In the first of two articles about internet marketing, David Elms , chief executive of IFA Promotion , sets out how the net has changed intermediary's marketing message and the client's search for a financial adviser.

clock 10 August 2005 •

Technology

Wrap revolution waiting to pick up revs, says Standard Life

A ‘big bang' effect in the wrap arena may take up to five years to materialise for the industry as a whole, says Standard Life.

clock 03 August 2005 •

Technology

New funds selection tool online

Solicitors Independent Financial Advice, SIFA, the association of solicitor and accountant-led financial advice businesses, has launched an online funds selection services it says improves on blunt information from ratings agencies.

clock 01 August 2005 •

Technology

Misys sells Assureweb to providers

Assureweb is now wholly-owned by a consortium of five product providers as Misys has sold Sesame's remaining 60% stake in the IFA portal to its existing shareholders.

clock 12 July 2005 •

Technology

UNIPASS calculator launched

Users of UNIPASS, the digital certificate technology replacing different website usernames and passwords, can now calculate time and money saved by using the service.

clock 06 July 2005 •

Technology

Trigold and The Exchange add new integrated service

The Exchange and Trigold have extended the integration of their two trading platforms to enable Trigold users to link directly to The Exchanges quotation and transaction services on its Exweb portal.

clock 01 July 2005 •

Technology

THE WRAP MARKET

Some familiar gripes emerged about the existing wrap propositions - lack of fund choice and hidden or high charges. Many still consider that there is no true wrap proposition on the market

clock 01 July 2005 •

Technology

1st announces release plans for coming year

Product upgrades and a new Compliance Centre service have been confirmed by 1st Software for the next 12 months.

clock 29 June 2005 •

Technology

Online decisions turn £5000 into £35,000 - GMAC-RFC

Completing mortgage cases through a firm's online decisions system is worth as much £35,000 a year to intermediaries, argues GMAC-RFC.

clock 23 June 2005 •

Technology

Forum to collaborate on technology development

A panel of product providers, IFA portals and back office software firms has announced plans to set aside commercial pressures and collaborate on the development of IFA technology and support service tools.

clock 16 June 2005 •
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