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
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • 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

Wrap platform acquires pensions planner

Wrap platform developer DSTi has acquired Pensions and Actuarial Services (PAS) to add pensions planning and calculations software to its solutions suite for UK financial advisers.

clock 06 February 2006 •

Technology

Avail Software pushes net-based suitability letters

Avail Software is raising awareness of its suitability letter writing software for IFAs available over the internet as part of a business strategy revamp that also includes new pricing options for users.

clock 03 February 2006 •

Technology

Aifa tells FSA to improve online reporting

The Association of Independent Financial Advisers has submitted a paper to the Financial Services Authority highlighting the common problems members have reported in relation to the Retail Mediation Activities Return (RMAR).

clock 01 February 2006 •

Technology

Skandia steps in to help with-profits advisers

Skandia has unveiled a new website to help investment advisers assess whether clients should continue to hold their with-profits policies, and make the transfer if appropriate.

clock 27 January 2006 •

Technology

No IT - no business

Roland Rawicz-Szczerbo, marketing director at Quay Software, suggests advisers who have yet to embrace all uses of technology in business should do so or consider a career change.

clock 25 January 2006 •

Technology

Study undoes myth of IFA tech phobia

Financial advisers are perhaps a little more ‘net savvy' than industry perception suggests, as research reveals eight out of ten intermediaries are now using broadband internet access for business and over a quarter of advisers would like to give advice...

clock 24 January 2006 •

Technology

Pru to delist Egg next month

Prudential has today announced it plans to delist Egg, its online bank, from the London Stock Exchange next month once it has bought back the remaining minority shareholdings.

clock 23 January 2006 •

Technology

SWP2 opens portfolio planning to whole of market

Scottish Widows is launching a long-awaited online portfolio tool next month which allows the investment adviser to select suitable funds for clients from the whole of the UK investment market.

clock 23 January 2006 • 3 min read

Technology

Capita sees Quay and Webline working together

Capita's objective through its acquisitions of Webline and Quay Software is to aggregate policy data and customer information and "put it on the adviser's desktop", says Steve Parkinson managing director Capita Life and Pensions.

clock 17 January 2006 •

Technology

Fidelity adapts FundsNetwork for usability

Fidelity FundsNetwork has added new features to its service intended to boost users' ability to configure the platform to their own particular preferences.

clock 12 January 2006 •
419420421
  • 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