Advisers are concerned they will be unable to demonstrate initial and ongoing due diligence when recommending platforms to clients, research suggests.
In the second of his reviews about practice management systems, AT8's Mark Loosmore looks at SSP's rejuvenation of its Swift software
AT8's Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.
AT8's Mark Loosmore reviews Capita's Synaptic Comparator tool.
Last week, AT8 hosted a Technology Roundtable sponsored by Sammedia, on the use of technology by consumers to manage their finances.
AT8's Mark Loosmore speaks to Richard Mein, managing partner and founder of Parmenion Capital Partners LLP, to discover more about his platform.
AT8's Mark Loosmore examines the changes Aviva has made to its business strategy in the past two years.
Consultancy AT8 examines 1st The Exchange's takeover of software distributor N4 Solutions (N4).