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Technology

TMT

Tech Review: Does practice make perfect?

Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie

clock 18 November 2010 •

TMT

Tech Review: Distribution Technology

AT8's Mark Loosmore discovers a solution from Distribution Technology he thinks will lead advisers out of the back-office and into the front.

clock 11 November 2010 •

TMT

Tech Review: Trigold-Crystal's Momentum

Better Business: Technology Review

clock 04 November 2010 •

Technology

MASECO chooses Voyant for international clients

MASECO Private Wealth (MASECO) has chosen platform intelligence provider Voyant UK to deliver financial planning strategies to its international clients.

clock 03 November 2010 •

TMT

Tech Review: Durell Software

Mark Loosmore goes back to the future when he pays a visit to Durell Software

clock 28 October 2010 •

Your profession

Attracting clients into your web

The content you should have on your website to market your firm effectively

clock 28 October 2010 •

Individual Protection

Protection academy to launch next year

A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).

clock 21 October 2010 •

TMT

Spotlight on case checking

I read with interest a story on IFAonline.co.uk and the comments that followed about Sesame doubling their case checking rates.

clock 21 October 2010 •

TMT

Tech Review: Quay Financial Planning

Mark Loosmore looks at Quay Financial Planning’s client care desktop system

clock 21 October 2010 •

TMT

Tech Review: Sammedia's Moneyinfo

AT8’s Mark Loosmore continues his practice management reviews.

clock 14 October 2010 •
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