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Technology

Technology

Winterthur Life launches new online services for advisers

Winterthur Life has launched a new online valuation fund switching and administration service for advisers called Policy Services.

clock 04 November 2005 •

Technology

The shortlist for the Online Finance Awards 2005 is...

After a record number of entries, the shortlist of potential winners for this year's Online Finance Awards is now announced.

clock 03 November 2005 •

Technology

Rising to the challenge

abbey wrap

clock 01 November 2005 •

Investment

Real Adviser Awards 2005

This year's RealAdviser Awards aims to showcase excellence in the managed solutions sector - with three groups standing out. Over the following pages we take a look at this year's winners

clock 01 November 2005 •

Technology

New tool tries to clarify mortgage information

A need for more consistency and clarity in the information presented to mortgage clients may be helped by a new computer based system from Taxbriefs Financial Publishing.

clock 31 October 2005 •

Technology

Financial Express relaunches Trustnet

Financial Express has re-launched its fund research and analysis service, Trustnet Adviser, adding a new-look interface and additional tools.

clock 27 October 2005 •

Technology

Adviser Office price increase draws ire

Notification of a sharp price increase affecting Adviser Office Premier - 1st Software's product for the smallest IFA firms - is drawing stinging comment from some users.

clock 14 October 2005 •

Technology

Provider documents comply through Connect 360 swap

The Exchange is adopting technology supplied by compliance firm Connect 360 to give intermediaries tighter control of documents which must be managed for regulatory purposes.

clock 13 October 2005 •

Technology

NS&I going further 'e'

Sales channels such as email and a mobile phone-specific website are not imminent, but are not being ruled out by National Savings & Investments.

clock 07 October 2005 •

Technology

Underwriting adjustments improve processing - SL

Standard Life (SL) has made changes to its online protection underwriting procedures in a bid to improve straight-through processing.

clock 06 October 2005 •
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