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Tools

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 •

Tools

Adviser comparison website prepares for launch

Adviser comparison website VouchedFor will launch to the public on Monday after a year-long pilot.

clock 05 September 2012 •

Tools

Skandia gets in on the app game

PA's tech guru Mark Polson reviews Skandia's Appetite For Risk app.

clock 14 June 2012 •

Structured Products

Lowes rolls out SP analysis software

Lowes Financial Management has launched a portfolio analysis tool for users of its client-facing website CompareStructuredProducts.com.

clock 09 May 2012 •

Tools

FSA reassures on call recording rules after inaccurate promotions

The Financial Services Authority (FSA) is reassuring advisers they do not need to record telephone conversations with clients after some received inaccurate promotions suggesting they did.

clock 18 April 2012 •

Tools

Dennehy Weller bemoans 'appalling' lack of IFA innovation

The creator of a non-advised online fund selection tool for investors has called on more advisers to develop their own online technology.

clock 17 April 2012 •

RDR

Sesame Bankhall: Will consumers pay for independent advice?

Advice firms should not become fixated on remaining independent, network and support service provider Sesame Bankhall has said.

clock 09 March 2012 •

Tools

Openwork offers cash flow help for adviser switch to fees

Openwork has launched a support service for its advisers seeking financial assistance while transferring to a fee-based model.

clock 28 February 2012 •

Tools

Finametrica rolls out sales team in UK push

Risk-profiler FinaMetrica is to set up a UK-based sales team in a bid to grow its customer base.

clock 27 February 2012 •

ISAs

Advisers give cautious welcome to commission comparison tool

Advisers have given a cautious welcome to a new tool claiming to reveal and compare the amount of commission consumers are currently paying through their investments.

clock 18 January 2012 •
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