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software

Software business data reveals scale of Consumer Duty efforts

Consumer Duty

Software business data reveals scale of Consumer Duty efforts

Dynamic Planner finds reports up 100%

clock 22 July 2024 • 1 min read
EV's latest adviser tool to streamline PII premium negotiations

Technology

EV's latest adviser tool to streamline PII premium negotiations

'Robust audit trail'

clock 13 January 2022 • 2 min read

Technology

Voyant users targeted in email phishing attack

Eight hour lag to inform advisers

clock 10 March 2020 • 4 min read

Wrap/platforms

Paraplanning director launches platform cost comparison tool

Calculates best platform for client

clock 21 November 2019 • 1 min read

Technology

Brewin Dolphin commits £35m to overhaul settlements technology

'Enrich client proposition'

clock 09 April 2019 • 1 min read

Technology

Adam Higgs: Making practice management perfect

Adviser tech review

clock 11 December 2018 • 4 min read

Technology

Adam Higgs: How does your business's 'tech stack' stack up?

‘Single source of the truth’

clock 02 November 2018 • 4 min read

Technology

Adam Higgs: What adviser tech can help with MiFID II?

Software round-up

clock 18 April 2018 • 4 min read

Technology

Terry Huddart's fintech review: Enter the postcode

Hymans Robertson’ Guided Outcomes

clock 20 February 2018 • 5 min read

Technology

Paul Pettitt: How integration can be a key IT differentiator

Need for data standards

clock 10 August 2017 • 4 min read
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