Technology

Assureweb has added a whole of life quotation portal to its service.

Financial services businesses have been told they will have to notify authorities if they lose customer data or suffer any data security breaches.

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

Paul Pettitt, managing director of Origo, explains the basics of electronic servicing.

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

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.

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.

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

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

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