September 2017
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest - TECHNOLOGY

  • CashCalc integrates with Plum Software back-office system

    17 July 2017

    CashCalc has integrated with back-office provider Plum Software following the development and publishing of API documentation, allowing software providers to seamlessly push client data into CashCalc.   The integration enables financial advice firms that use the Plum Software system to import data directly from their back-office account into their CashCalc account. Ray Adams, director...

    READ ARTICLE
  • Origo MD Paul Pettitt to exit not-for-profit after 28 years

    26 June 2017

    Origo managing director Paul Pettitt has announced he is to retire, stepping down from his role at the end of February 2018 after 28 years with the company, including 14 years as MD. Working with the Origo Board, Pettitt has driven the strategy that has resulted in Origo successfully transforming itself from its roots...

    READ ARTICLE
  • Risk profiling tools – ‘none are perfect’, says Percival

    13 June 2017

    Rory Percival, ex FCA technical specialist, has provided some preliminary findings from his soon to be published report on risk profiling tools. Percival is taking six of the most commonly used tools and analysing their performance against the guidance provided by the FCA. Speaking at a seminar hosted by Thesis Asset Management, Percival referred to...

    READ ARTICLE
  • Transact integrates with Voyant cashflow modelling tool  

    11 May 2017

    Transact has now integrated with Voyant software. The platform is also intergrated to CashCalc, Prestwood’s Truth and Paraplanning Online ppolCALCS. These integrations mean paraplanners and advisers are able to use information about their clients’ Transact Portfolios in their chosen cash flow modelling software.  This helps minimise duplication of data entry and to ensure that client plans...

    READ ARTICLE
  • Powwow Down South – highlights from the discussions

    8 May 2017

    Rob Kingsbury reports on discussions from the recent paraplanner mini-Powwow held in London. [Powwows are held under Chatham House rules whereby the content may be reported but not who said what.] When planning this first 2017 Powwow Down South, the three organisers – Alan Gow of Argonaut Paraplanning, Nathan Fryer of Plan Works and Dan Atkinson of...

    READ ARTICLE
  • CashCalc and Paradigm strike deal on financial planning tools

    17 April 2017

    CashCalc’s online suite of financial planning tools is to be made available for the firms supported by the Paradigm network. The deal will arm the network’s adviser firms with more financial planning tools, to help to further develop the quality of their compliance process and enhance client engagement within the financial planning process. The...

    READ ARTICLE
  • Prestwood partners with Model Office for roadshows

    12 April 2017

    Cashflow modelling and back-office provider Prestwood Group is running a series of free events around the country, in partnership with Model Office, aimed at helping adviser businesses keep up with regulatory change as well as ensuring their business is profitable and compliant. This is in conjunction with the launch of a business consultancy, expanding on the one-to-one...

    READ ARTICLE
  • AJ Bell launches CGT calculator tool

    10 April 2017

    AJ Bell has launched a new capital gains tax (CGT) tool to help advisers and paraplanners monitor and manage clients’ CGT liabilities. The CGT tool is designed to enable users to quickly see capital gains and losses for each investment held in General Investment Accounts on the AJ Bell Investcentre platform.  The tool can also be...

    READ ARTICLE
12345