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online tools

Wrap/platforms

Are you getting the most out of....Transact

In the first of a new series, IFAonline reveals the tools and features you may not know about on your favourite platform. This week we look at Transact...

clock 22 August 2011 •

Wrap/platforms

Nucleus launches valuation tool

IFA-owned wrap Nucleus has launched a valuation tool designed to improve the quality of information available to advisers and clients.

clock 17 August 2011 •

TCF

N&P 'worst banking provider' for online security

Troubled Norwich & Peterborough (N&P) was rated the worst of 12 large high street lenders for online security.

clock 17 August 2011 •

Adviser / Broking

New online protection intermediary launches

A new protection intermediary headed by former moneysupermarket.com management will launch next week.

clock 10 August 2011 •

International

Now Health adds online quote service for SMEs

Now Health International has launched an on-line quote facility for SME businesses which it claimed is the first in the market.

clock 09 August 2011 •

Your profession

Tesco Bank promises refunds after online glitches

Tesco Bank has promised to refund customers who have lost out financially after it suffered technical problems with online accounts.

clock 24 June 2011 •

uncategorised

HSBC launches online portal for workplace savings

HSBC Workplace Retirement Services (WRS) has launched an online portal allowing secure access for members, employers and advisers.

clock 20 June 2011 •

Investment

Morningstar unveils wealth tool to plug 'advice gap'

Morningstar has launched a new investment forecasting tool for investors in an effort to plug what it warns will be a post-RDR advice gap.

clock 03 May 2011 •

uncategorised

Standard Life launches online pension offering

Standard Life has launched its Active Money Personal Pension (AMPP) online.

clock 31 January 2011 •

Wrap/platforms

Fidelity launches new version of Tax Wrapper Analyser

FundsNetwork has launched a third version of its Tax Wrapper Analyser, including additional functionality following changes to the CGT regime last year.

clock 04 January 2011 •
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