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  • CashCalc integrates with Creative Technologies and Intelliflo

    11 March 2018

    CashCalc has announced two new partnerships, designed to provide greater efficiencies within the financial planning process. The cashflow planning software provider is integrating Enable, the specialist back office developed by Creative Technologies, which will allow advisers to push client information from their Enable account into their CashCalc account. Information including client details, savings and...

  • Intelliflo launches third party App ‘store’ for Intelligent Office

    28 February 2018

    Intelliflo has launched the iO Store, a way for users of its Intelligent Office (iO) practice management software to install apps from third party integrated products and services. Initially featuring over 20 integrations with existing iO partners, the store is designed to enable new software partners and other providers to publish their functionality as...

  • Technology has helped industry ‘tell the truth’, says Nucleus’ Ferguson

    25 February 2018

    Nucleus CEO David Ferguson says when reviewing the impact of technology on financial services, the focus should be upon how it has transformed transparency, rather than the way it has altered the interaction between customers and companies. Addressing advisers at Nucleus’ annual conference, ‘Disruption 2018’, Ferguson said talking about “mobile, apps and uberisation misses...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Intelliflo and Brookland Computer launch GDPR toolkit

    21 February 2018

    Intelliflo has joined forces with Brookland Computer Services to create a GDPR toolkit, designed to help advisers and paraplanners meet the requirements of the new regulation. The toolkit provides a detailed overview of all aspects of GDPR, which will come into force on 25 May 2018, and offers advice and checklists to guide adviser...

  • O&M Systems ‘Smart Paste’ tool launched to help find and move fund data

    19 February 2018

    O&M Systems managing director Graham Miller explains how the firm is making it easier for paraplanners to find fund data and move it between systems. Fund selection was easy when O&M started producing software, as pensions were either invested in Managed or With Profits. Shortly afterwards, we thought we’d reached the height of sophistication...

  • Dynamic Planner redesigns risk profiler for MiFID II

    3 February 2018

    Dynamic Planner has redesigned its risk profiling process in an effort to help financial planners address Mifid II requirements regarding suitability. The new process, launched at Dynamic Planner’s annual conference, includes a 15-question psychometric attitude to risk questionnaire based on research conducted in close conjunction with academics from the International Capital Market Association Centre...

  • SimplyBiz launches new financial planning system

    24 January 2018

    SimplyBiz has launched an end-to-end financial planning system, which will bring all its existing planning tools into one integrated system. The new system, Centra, which aims to provide a “one stop shop” for advisers supporting every step of the advice process, will be free to SimplyBiz members via a staged roll-out. The system has...