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online tools

Individual Protection

Friends Prov to offer business protection seminars

Friends Provident is launching three new business protection seminars, aimed at advisers who have different levels of business protection knowledge.

clock 02 March 2010 •

Your profession

IFAs can snoop on local rivals with new website

An IFA comparison website giving advisers detailed data on other firms in their area - including client profiles and charging structures - has launched.

clock 02 March 2010 •

Your profession

Need an Adviser launches outsourcing service

A service enabling "over-burdened" advisers to outsource specialist areas of advice but still retain up to half of the commission or fee has been launched by Need an Adviser.com

clock 08 February 2010 •

Wrap/platforms

Skandia launches with-profits bond analyser

Skandia has launched a with-profits bond analysis tool to help advisers assess if the products are still suitable for clients.

clock 28 January 2010 •

Wrap/platforms

Platforum and Capita to launch 'in-depth' platform analysis tool

The Platforum has joined forces with Capita to create an in-depth platform analysis tool for advisers.

clock 27 January 2010 •

Cashplans

Westfield unveils online initiative

Health cash plan provider, Westfield Health, has announced the launch of a range of online services and initiatives for customers.

clock 25 January 2010 •

International

ALC Health boosts online and Southern European presence

ALC Health has announced improvements to both its online offering and to its Southern European coverage.

clock 25 January 2010 •

Investment

7IM and FSL launch discretionary management tool

Financial Software Limited (FSL) and Seven Investment Management (7IM) have teamed up to launch a web-based discretionary portfolio management system.

clock 12 January 2010 •

Wrap/platforms

Novia launches pension transfer software

Novia is linking up with The Pension Performance Review Company to provide advisers with a system for simplifying the process of transferring pensions on wraps.

clock 16 December 2009 •

Wrap/platforms

Novia launches analysis tool

Novia has launched an analysis tool to enables advisers to better tally client portfolios with their risk profiles.

clock 04 December 2009 •
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