Wrap/platforms

Wrap/platforms

Praemium seeks buyer for UK platform

Including CRM systems

clock 14 July 2021 • 2 min read

Wrap/platforms

Altus acquired by Canadian software firm Equisoft

Equisoft's first European acquisition

clock 05 July 2021 • 1 min read

Wrap/platforms

Martin Gilbert's AssetCo acquires 30% stake in Parmenion

£27.8m deal

clock 01 July 2021 • 3 min read

Wrap/platforms

Half of platforms have sophisticated client security protocols - NextWealth study

Authentication systems

clock 14 June 2021 • 1 min read

Wrap/platforms

OMW platform finally rebrands to Quilter

Re-platforming project complete

clock 14 June 2021 • 1 min read

Wrap/platforms

'Progressive' advisers encouraged to enter Schroders UK Platform Awards

Judges chaired by Keith Richards

clock 07 June 2021 • 2 min read

Technology

Abraham Okusanya: Nobody complains their way to the top

Why complain when you can compete?

clock 01 June 2021 • 3 min read

Your profession

Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

clock 25 May 2021 • 1 min read

Wrap/platforms

Parmenion scraps VAT on MPS

Fee reductions on all documents

clock 21 May 2021 • 1 min read

Wrap/platforms

Tom Ellis: Reports of Embark buyout shows platform valuations greatly exaggerated

£400m for £38bn AUA

clock 14 May 2021 • 5 min read