Advisers are increasingly looking for platforms which offer the "critical feature" of model portfolio and discretionary asset management services, according to The Platforum.
Bravura Solutions has unveiled plans to enhance its Babel fund messaging solution to incorporate re-registration capabilities.
Software provider FNZ is building a multi-channel platform offering for Close Asset Management, including direct to consumer and retail-advised arms.
Mark Loosmore of AT8 Group gives his verdict on Aviva’s new integrated platform.
Platform assets under administration (AUA) only rose by 3.62% in Q1 as advisers' fears grew about the regulatory impact of using the technology, according to research by The Platforum.
Axa Wealth platform sales on Elevate surged 140% in Q1, bringing total platform assets under administration to £2.5bn.
Aviva has said its new integrated platform will help IFAs serve "Middle Britain" whilst also improving adviser efficiency in the run-up to RDR.
Ascentric is launching a new report tool providing advisers with extensive coverage of client portfolio data including valuations and wrapper performance.
Mark Loosmore of AT8 Group meets Geoff Davey, creator of the FinaMetrica Psychometric Risk Profiling system.
Standard Life Wealth has launched a set of five risk-rated investment strategies on its wrap platform which will form the backbone of its new Managed Portfolio Service (MPS).