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AT8

Technology

Network Review: How can Financial Ltd help you?

Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.

clock 08 September 2011 •

Technology

What technology does SimplyBiz offer advisers?

Mark Loosmore of AT8 Group looks at the technology SimplyBiz uses to provide services to its members.

clock 31 August 2011 •

Technology

How Network Direct uses technology

This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.

clock 25 August 2011 •

Technology

How Lighthouse is using technology to get RDR-ready

Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including...

clock 18 August 2011 •

Technology

Tech review: Should you consider Avelo Wealth Optimiser?

Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.

clock 28 July 2011 •

Technology

Tech review: LifeCash

Mark Loosmore of AT8 Group dissects the latest life planning tool available on the iPad.

clock 21 July 2011 •

Technology

Tech review: Free tools you can use to assess clients' ATR

This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/

clock 14 July 2011 •

Technology

Tech review: Dynamic Planner

Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.

clock 07 July 2011 •

Investment

Tech review: A closer look at Selectapension

Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.

clock 30 June 2011 •

RDR

Only half of products RDR-ready

Around 50% of products currently on the market will not allow advisers to meet their RDR requirements, according to new research from administrator Capita and consultancy AT8 Group.

clock 23 June 2011 •
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