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Technology

Technology

1st launches real-time valuations with NU

A real-time valuation service has been launched by 1st, in conjunction with Norwich Union, to intergrate with its 'Adviser Office' software.

clock 11 May 2006 •

Technology

Mass market in scope of risk profiling tool

Distribution Technology's newly launched risk profiling tool is intended to fill a gap spotted in the "mass market" as much as meet the needs of advisers with high net worth clients.

clock 09 May 2006 •

Technology

TECHNOLOGY

technology

clock 01 May 2006 •

Technology

Aequos to Engage online 'WOM' search

Defaqto is launching an online research service for financial adviser firms next month which allows them to conduct a whole-of-market search for products matching the needs of their clients.

clock 27 April 2006 •

Technology

The Exchange adds Standard and Royal Liver to PTA service

The Exchange has announced the addition of Standard Life and Royal Liver to its Pension Term Assurance (PTA) service.

clock 24 April 2006 •

Technology

Webline launches PTA service

Webline has introduced a new Pension Term Assurance (PTA) service, which offers quotes from four major providers, with an extension of the provider panel planned for the near future.

clock 20 April 2006 •

Technology

FundsNetwork teams up with Assureweb

Fidelity FundsNetwork has announced it is to team up with the online intermediary portal, Assureweb, to offer quotes on its Investment Bond.

clock 19 April 2006 •

Technology

More new clients looking online, survey says

A survey carried out by Ipsos MORI for IFA Promotion suggests the internet is now the most popular method of seeking out financial advice among the key client demographic sought by IFA businesses.

clock 18 April 2006 •

Technology

The Exchange add PTA service to Exweb

A new Pension term Assurance (PTA) service has been launched by The Exchange as part of its Exweb portal.

clock 10 April 2006 •

Technology

Vertex a 'utility' to work with others

David Child, managing director of The Exchange, says the latest news highlighting the integration of portal Exweb with software developer 1st Software means parent Vertex Financial Services is on track to create a "utility" model that will be competitor...

clock 03 April 2006 •
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