Consultancy AT8 examines 1st The Exchange's takeover of software distributor N4 Solutions (N4).
Distribution Technology (DT) has launched a version of its risk profiling tool for the iPhone.
AT8 Group's Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.
AT8 Group's Mark Loosmore on how Citywide Financial Partners is helping its clients meet their investment goals.
A new financial planning application to help "radically reduce" the cost of servicing customers for large IFAs is due to be launched by Distribution Technology.
Mark Loosmore of technology consultancy AT8 Group wraps up his reviews of the best investment tools available to IFAs.
AT8's Mark Loosmore assesses Defaqto Engage as part of his review of product and fund tools for advisers.
Over the past few months, Mark Loosmore from technology consultancy AT8 has been reviewing adviser financial planning tools exclusively for Professional Adviser.
Recently, we had the opportunity to have a demonstration of ‘Pensions Profiler', one of the suite of products from O&M systems.