professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Technology

IFAs ready for battle in new world - survey

Most IFAs are ready and willing to take on the distribution challenges of depolarisation and meet requirements to maintain an independent status, suggests research from software and services developer Focus Solutions.

clock 22 October 2004 •

Technology

Data mining model from Experian

Experian, best known for its role as a personal credit reference agency, has launched a direct marketing tool into the UK market on the basis of strong past performance in the US.

clock 21 October 2004 •

Technology

Cboxx launches new services

CBoxx, developer of software solutions for profiling business and projecting incomes of larger IFA firms has launched two new products focused on renewal and reconciliation of payments.

clock 20 October 2004 •

Technology

IFAs still don't get IT

More IFAs than ever are submitting business electronically, yet almost all that are still rely on paper application forms that are re-inputted back at the office, research from The Exchange suggests.

clock 18 October 2004 •

Technology

Software seen as solution for commissions rules - survey

1st Software says a survey of some 100 IFA firms suggests nearly 80% expect to rely on software to deal with new rules requiring greater transparency of trail commission for consumers.

clock 18 October 2004 •

Technology

CML targets support at equity release market

The Council of Mortgage Lenders is rolling out three new initiatives, including a new software tool, by the end of the month to help develop the lifetime mortgage market.

clock 15 October 2004 •

Technology

Origo answers questions on UNIPASS survey

Answers to some of the questions put recently users of Origo's UNIPASS digital certificate technology present somewhat unexpected findings.

clock 06 October 2004 •

Technology

Interactive Investor to revisit IFA links

Interactive Investor is to reintroduce independent advisory services, three years after severing a partnership with Towry Law.

clock 04 October 2004 •

Technology

Software launched to meet expected SIPPs demand

Software developer Dunstan Thomas has launched a new product to meet an expected explosion in commercial property transactions sparked by new rules for SIPPs.

clock 04 October 2004 •

Technology

IMA, Financial Express spread funds pricing data

TrustNet provider Financial Express has joined forces with the Investment Management Association to provide a free online fund price listing service.

clock 01 October 2004 •
408409410
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page