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Technology

uncategorised

True Potential adds e-SIPPs to platform

True Potential is offering SIPP products from Pointon York, Intelligent Money and Suffolk Life on its wealth platform.

clock 09 June 2011 •

Investing in the profession

How good is dutch planning tool Figlo?

Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.

clock 09 June 2011 •

Technology

Tech review: Prestwood's cashflow tools

Prestwood offers two versions of its proposition: Prestwood Professional, which has cashflow planning and back office system functionality; and Truth, its specialist cashflow planning tool.

clock 02 June 2011 •

Technology

Tech review: Morningstar's Adviser Workstation

Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution

clock 26 May 2011 •

Technology

Tech review: Financial Express' eValue

Mark Loosmore of AT8 Group looks at the acquisition of eValue from Towers Watson by Financial Express.

clock 19 May 2011 •

Protection

Technology: Let's make some magic!

It's time to bring claims departments into the modern era with new technology, writes

clock 13 May 2011 •

Technology

Technology - Out of the tin can age

Technology is generally considered a ‘good thing' in insurance, having come a long way from such primitive beginnings. But which technology, and how does it fit protection? Stuart Hayman investigates

clock 13 May 2011 •

Protection

Around the world: Buying insurance on mobile phones

Greg Becker looks at how Ghana is leading the way in providing insurance - through mobile phones

clock 13 May 2011 •

Investing in the profession

Do you need an iPad?

As the second generation iPad and a raft of rival devices continue to find their way into businesses and homes around the country, Rahul Odedra finds out if IFAs really need a tablet…

clock 12 May 2011 •

Technology

Tech review: Can JCS take on the big boys?

AT8's Mark Loosmore reviews JCS' attempts to challenge IntelliFlo and Adviser Office with its Adviser Lifestyle and Professional products.

clock 12 May 2011 •
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