Technology
Tools
Morningstar has integrated the FinaMetrica financial risk profiling tool into its Adviser Workstation.
10 May 2011
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Technology
AT8's Mark Loosmore examines the improvements Voyant has made since its cash flow planning software was launched in the UK two years ago
05 May 2011
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PMI
Assureweb has decommissioned its private medical insurance (PMI) quoting system with a view to introducing an upgraded portal in the future.
28 April 2011
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Wrap/platforms
Mark Loosmore of AT8 Group meets Geoff Davey, creator of the FinaMetrica Psychometric Risk Profiling system.
27 April 2011
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Technology
As the second generation iPad and a raft of rival devices continue to find their way into businesses and homes around the country, IFAonline finds out if IFAs really need a tablet...
27 April 2011
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Technology
Mark Loosmore of AT8 Group recently saw a new tool that stood out from the crowd when it comes to cashflow planning.
20 April 2011
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Technology
Professional Partnerships founder Gill Cardy will takeover as head of proposition at FinPlan software provider Bluecoat.
14 April 2011
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Structured Products
Lowes Financial Management has launched a structured product iPhone application, enabling investors to research and compare details of the products on the move.
14 April 2011
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Wrap/platforms
This week Mark Loosmore of AT8 Group looks at the belated entry of Aegon into the still growing wrap marketplace.
14 April 2011
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Structured Products
Lowes Financial Management has launched a structured product iPhone application, enabling investors on the move to research and compare details of the products.
08 April 2011
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