Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.
Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.
Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.
Prestwood offers two versions of its proposition: Prestwood Professional, which has cashflow planning and back office system functionality; and Truth, its specialist cashflow planning tool.
Advisers have warned their whole of market status could be threatened by the number of different ‘best quotes' on offer from financial research portals.
Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution
Mark Loosmore of AT8 Group looks at the acquisition of eValue from Towers Watson by Financial Express.
The recent major security breach at Sony, which saw hackers steal the personal data of millions of PlayStation Network users, once again demonstrated the risk of losing data online.
AT8's Mark Loosmore reviews JCS' attempts to challenge IntelliFlo and Adviser Office with its Adviser Lifestyle and Professional products.
Mark Loosmore of AT8 Group gives his verdict on Aviva's new integrated platform...