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Mark Loosmore

Technology

Tech review: Personal Touch

A closer look at Personal Touch’s new attitude-to-risk tool.

clock 20 October 2011 •

Technology

Tech review: How Sesame Bankhall keeps up to date with T&C

This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.

clock 13 October 2011 •

Technology

How will we be using portals in the future?

This week Mark Loosmore of AT8 Group speaks to a range of industry experts about the role quotation portals may play in a post-RDR world

clock 29 September 2011 •

Technology

Small firm focus: How I reach out to clients

Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo's Adviser Office and Client Portal.

clock 21 September 2011 •

Wrap/platforms

How does Tenet's tech strategy stack up?

Last year, Tenet signed a deal with Focus Solutions to create a new breed of technology solution for its members called Tenet Advantage.

clock 15 September 2011 •

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

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 •
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