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Software

Managed solutions

DFM comparison tool for advisers launched

Adviser support group Aim Two Three is launching a discretionary fund manager (DFM) comparison tool.

clock 02 June 2014 •

Charging

Billingham blasts cashflow modelling 'myths'

Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...

clock 02 June 2014 • 4 min read

Software

Intrinsic ends PosSol-True Potential tie up

Intrinsic is to bring to an end Positive Solutions advisers' use of software True Potential and migrate all advisers over to alternative software provider Avelo.

clock 07 October 2013 •

Your profession

Assureweb rebrands as iPipeline

Quotation portal Assureweb is rebranding as iPipeline to strengthen links with its parent company.

clock 11 April 2013 •

Software

Half of advisers looking for D2C solution, says tech firm

At least 50% of advisers looking to take up new technology in the post-Retail Distrubution Review (RDR) period are enquiring about direct to consumer (D2C) systems, according to one tech specialist.

clock 27 February 2013 •

Technology

Capita enters risk-profiling market

Capita Financial Software has entered the increasingly competitive risk-profiling market with the launch of its Synaptic Modeller tool.

clock 17 January 2013 •

RDR

Sesame hikes fees following tech investment

Sesame is to raise its standard fixed fee for the second time in a year following a "multi-million pound" technology investment.

clock 08 January 2013 •

Technology

IRESS launches cashflow planning tool

Software firm IRESS is launching a cashflow modelling tool, as part of an expansion of its wealth platform.

clock 08 January 2013 •

Software

Tool launched to help advisers harness social media

Steve Bee's J&rgonFree has collaborated with business consultant Cobia to launch an online service to help advisers benefit from social and digital media.

clock 07 December 2012 •

Software

Tatton and Distribution Technology launch adviser tools

Tatton Investment Management (TIM) has teamed up with Distribution Technology (DT) to launch online tools for advisers and their clients.

clock 30 November 2012 •
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