software

Selestia's fund supermarket has rolled out for a soft launch integration with Quay Software's back office platform.

CBoxx, developer of software solutions for profiling business and projecting incomes of larger IFA firms has launched two new products focused on renewal and reconciliation of payments.

The Council of Mortgage Lenders is rolling out three new initiatives, including a new software tool, by the end of the month to help develop the lifetime mortgage market.

Cboxx, developer of income and business modelling software for large IFA firms says it is working on a concept that could result in sales to smaller IFAs of a stripped down version of at one of its products.

Software developer CBoxx has launched a new tool for intermediaries trying to plan a mix of fees and commissions-based revenues post-de-polarisation.

Aqera, a software firm developing wrap platform technology, says research into the development, distribution and costings of wrap solutions suggests new business processes plus cost savings could undermine the position of current financial product providers...

Psychometric risk profiling software is being launched for IFAs in the UK next month which is already used by financial planners in the US, Australia and New Zealand.

Working out which website to use or which software has the best tools and functions can be a complex and time-consuming problem, so IFAonline has come up with a solution to help you.