professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

portals

Consumer Duty: The power of portals for providers and platforms

Consumer Duty

Consumer Duty: The power of portals for providers and platforms

'Opportunity for firms to lead on data-driven innovation'

clock 09 May 2023 • 5 min read

Income

FINANCIAL appoints Aspire to retire for non advice annuity service

Aspire to retire has signed up to provide the 400+ members of the FINANCIAL network with a non-advised annuity service.

clock 04 March 2013 •

Technology

IntelliFlo launches personal finance portal

Tech solutions provider IntelliFlo has launched a personal finance portal designed to offer a new channel of communication between adviser and client.

clock 20 March 2012 •

uncategorised

Heath Lambert and Partnership launch annuity portal

Leeds-based advisory firm Heath Lambert has teamed up with Partnership to launch a direct-to-consumer annuity portal.

clock 27 May 2011 •

PMI

Exeter Family Friendly added to Insurance Resource

Exeter Family Friendly's Health Cover for Me private medical insurance product is now available for quoting on the Insurance Resource portal.

clock 14 February 2011 •

Technology

2plan launches mobile version of Nexus

2plan has launched a mobile version of its adviser portal Nexus, enabling advisers to access client information and reports 24/7 using hand-held devices.

clock 09 April 2010 •

Technology

Capita unveils new website and techlink partnership

Capita Financial Software (CFS) has launched a new website bringing together its Quay, Synaptic and Webline product suites.

clock 15 February 2010 •

Protection

Scottish Widows drops protection portal quotes

Scottish Widows has pulled its protection quotations from industry portals, prompting concerns it too has effectively exited the protection market following Standard Life's departure earlier today.

clock 28 November 2007 •

Technology

Wrap accounts and the technology conundrum

Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...

clock 19 January 2007 •
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=portals