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  • 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...

  • 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...