professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

AT8

Technology

How an iPad app can help with financial planning

Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.

clock 23 June 2011 •

Technology

How to use Barrie & Hibbert's retirement tool

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.

clock 16 June 2011 •

Investing in the profession

How good is dutch planning tool Figlo?

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.

clock 09 June 2011 •

Technology

Tech review: Prestwood's cashflow tools

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.

clock 02 June 2011 •

Your profession

Advisers warn of portal pricing threat to whole of market advice

Advisers have warned their whole of market status could be threatened by the number of different ‘best quotes' on offer from financial research portals.

clock 26 May 2011 •

Technology

Tech review: Morningstar's Adviser Workstation

Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution

clock 26 May 2011 •

Technology

Tech review: Financial Express' eValue

Mark Loosmore of AT8 Group looks at the acquisition of eValue from Towers Watson by Financial Express.

clock 19 May 2011 •

Software

Could a PlayStation-like data breach hit IFAs?

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.

clock 13 May 2011 •

Technology

Tech review: Can JCS take on the big boys?

AT8's Mark Loosmore reviews JCS' attempts to challenge IntelliFlo and Adviser Office with its Adviser Lifestyle and Professional products.

clock 12 May 2011 •

Wrap/platforms

Blog: Aviva's platform vision is commendable

Mark Loosmore of AT8 Group gives his verdict on Aviva's new integrated platform...

clock 12 May 2011 •
234
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=at8