September 2017


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  • Transact integrates with Prestwood and reduces charges

    13 October 2016

    Transact has announced the integration with Prestwood’s Truth cashflow modelling software. This follows Transacts integration with CashCalc announced in August 2016. Prestwood said the integration allows Truth users to use information about their clients’ Transact portfolios in the cashflow modelling software. The service is available to users of both Truth and Prestwood Professional. Managing...

  • New Selectapension software aimed at bridging the advice gap

    14 September 2016

    Selectapension has launched its Pension Monster software, an online retirement guidance tool for consumers, aimed at helping financial advice firms to provide a service for those with smaller pension provisions or less complex needs, which is affordable for the client and cost effective for the firm. To use the service customers enter basic information...

  • Origo enables one-connection link between adviser platforms and back-office/software suppliers

    1 September 2016

    Origo has launched the Integration Hub, a major initiative for the company, which enables platforms and adviser software suppliers to quickly connect to each other via one central hub. The one-connection integration will speed up the ability for adviser back-office and software providers and platforms to link to each other and pass data between them, by eliminating the...

  • Mobile banking tech keeping people more in touch with their finances

    4 August 2016

    Survey shows technology advances are putting the British public more in touch than ever with their bank balance. Technology advances within banking have resulted in people using online and mobile banking apps to check their spending more than ever, according to a recent survey from Nationwide Building Society. Fast access to their accounts means...

  • Demonstration of live pensions feed brings Dashboard closer

    25 July 2016

    FinTech company Origo has reported that it has demonstrated a successful LIVE feed for a pensions dashboard to a group of industry representatives, including large pension providers, third-party administrators and other industry and government bodies. The not-for-profit organisation said that the collaborative work it had been undertaking with the industry and through the Pension...

  • Paraplanners Powwow North West

    18 July 2016

    Paraplanners in the North West came together to discuss the issues most pertinent to their role, in the first Paraplanner Powwow held in Liverpool. Editor Rob Kingsbury joined the discussion. The Paraplanner Powwow North West was a sold out event with 25 paraplanners signed up to it, representing a range of business structures: small,...

  • Platforms Due Diligence

    13 April 2016

    Annalise Toberman, head of Insight, Research in Finance, garnered the advice of seven heads of platform on what paraplanners should look out for when conducting platforms due diligence “Due diligence” is a term often bandied about in our industry. It can apply to in-house fund selection, outsourced services and solutions and of course, choice...

  • WBS launches new service to power next generation of platforms

    11 April 2016

    Winter flood Business Services (WBS) – anoutsourced dealing, custody and settlement services provider – has announced the launch of a new offering on its EOS platform. The firm says it expects the new live ‘segregated institutional’ service to power the next generation of investment platforms. The new offering provides a dealing, settlement and custody solution...