This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/
Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.
Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.
Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.
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.
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.
The recent major security breach at Sony, which saw hackers steal the personal data of millions of PlayStation Network users, once again demonstrated the risk of losing data online.