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  • UK could lead the world with Pensions Dashboard architecture, says Origo

    22 May 2018

    The UK has the opportunity to implement a world-leading Pensions Dashboard architecture that will enable consumers to access all of their pensions data and at the same time control who can get access to this data.  Combining assured citizen and delegate digital identity with Application Programming Interfaces (APIs) and the User-Managed Access (UMA) open...

  • Warning for firms on security and procedures around taking data out of office

    21 May 2018

    Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines. The company recently took 50 adviser firms through its free technology audit service to find out if there are propositional and procedural gaps that could be holding firms...

  • GDPR sparks 33% increase in advisers registering for secure email

    7 May 2018

    Growing data security awareness in the lead up to GDPR has seen advisers and their staff signing up to Origo’s Unipass Securemail service rise to 2,000 new registrations per month in March and April, a 33% rise on the normal number of sign-ups, the Fintech said.  Origo said the encrypted email service is provided free to...

  • Rebecca Lucas: Systems, software and technology I can’t do without

    26 April 2018

    In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the systems and software she uses in her business and the technology she says she can’t do without. Rebecca recently celebrated the fifth anniversary of Lime. You can read the story of how she set up the business and the...

  • Pensions Dashboard could face requests from 15 million consumers

    18 April 2018

    Origo has calculated that the Pensions Dashboard could be used by up to 15 million consumers. Accordingly, the infrastructure underpinning the Pensions Dashboard must be built from the outset to support significant volumes of consumers from day one, cope with peaks and troughs in usage and scale to the target of 15 million consumers,...

  • Standard Life platform offers two-way integration with back-office

    20 March 2018

    Standard Life has launched the next phase of two-way integration on its wrap platform with the delivery of Intelliflo’s business management system, Intelligent Office. Mike Hogg, head of proposition for Standard Life, said that with over a quarter of its wrap partners using Intelliflo, the collaboration is a “great next step” in delivering a...

  • Intelliflo Docusign integration enables digital signatures

    14 March 2018

    Intellifo has integrated DocuSign’s Digital Transaction Management platform and eSignature service into its new iO Store, enabling online signatures to be obtained for essential documents via the online app.  Nick Eatock, Intelliflo’s executive chairman (pictured), said: “The integration of the DocuSign app allows our clients to streamline the document signature processes with their end...

  • 7IM marks 5 years of the 7IMagine app

    12 March 2018

    Jamie Evans, Business Development Manager, Seven Investment Management celebrates the launch of the 7IMagine app, factfind, cashflow tool, risk discussion tool – free to download and use with clients.  A long time ago in a galaxy far far away…Okay, so it was only five years ago – although it feels a lot further in the...