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Technology

Technology

CML launches online mortgage advice

The Council of Mortgage Lenders is offering help to both lenders and mortgage intermediaries in the form of a new online training package focused on the regulatory regime coming into effect later this year.

clock 26 April 2004 •

Technology

Exweb revamp presents research services

IFA quotes and transaction engine The Exchange has relaunched and revamped its website to present a new image and research facility to its users.

clock 16 April 2004 •

Technology

Online valuations changed IFA business, suggests survey

Eight out of ten advisers believe online valuations of clients' policies have been the most important business e-development, according to a poll conducted by 1st Software.

clock 15 April 2004 •

Technology

Exweb identifies £37m savings on non-standard risk business

The life and protection industry could save £37m annually by taking steps to earlier identify clients that are considered non-standard risk, says portal provider Exweb .

clock 13 April 2004 •

Technology

Quay and the Exchange to hook up technology

The Exchange has signed a deal to integrate its quotes and new business services with QuaySoftware's Business Suite.

clock 02 April 2004 •

Technology

PS04/9: Focus ready for FSA XBRL challenge

Focus Solutions says it already has a tool ready to meet the FSA's electronic reporting requirements, which combines data translation capabilities with the ability to handle multiple administration systems.

clock 01 April 2004 •

Technology

Australian risk profiling to hit the UK market

Psychometric risk profiling software is being launched for IFAs in the UK next month which is already used by financial planners in the US, Australia and New Zealand.

clock 26 March 2004 •

Technology

Take a break and become caped crusader "Isa-man"

Fidelity Investments is encouraging IFAs to take a break from their daily routine, put on a pair of tights and find out what it is like to become Isa-man .

clock 26 March 2004 •

Technology

Abbey wraps deal with 1st

Users of 1st Software's Adviser Office will be able to pre-populate their databases with clients' portfolios held in the Abbey wrap proposition.

clock 25 March 2004 •

Technology

Test your knowledge on pensions simplification

Wizard Learning has added a new module to its online AFPC training which tests the IFA's knowledge of proposed pension simplification reforms.

clock 25 March 2004 •
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