November 2017
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Latest - TECHNOLOGY

  • DYNAMIC PLANNER provides white-LABEL SOLUTION TO THE UK ADVICE GAP

    1 March 2017

    Dynamic Planner has launched AccessAdvice, a white-labelled, online advice application for financial advice firms.  The service enables firms to deliver their own personalised, regulated ISA advice from across the whole of market online. Commenting on the launch of the service, Ben Goss Dynamic Planner CEO, said: “According to the FAMR, a 2016 survey showed...

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  • Novia Financial launches free Pension Transfer Value Analysis System

    15 February 2017

    Novia Financial has launched its own Transfer Value Analysis System (TVAS service) which is free to use for adviser firms on the platform making transfers to the Novia SIPP. The service provides a way of comparing the pension benefits under defined benefits schemes (the ceding scheme) to the Novia SIPP. Built in-house by Novia, it...

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  • Paraplanner firm to launch back-office system

    2 February 2017

    Outsourced paraplanning firm Svensoni Paraplanning is to launch a back-office and CRM system ‘built by paraplanners for paraplanners’. The system will be jointly developed by Svensoni Paraplanning and Home Buyer Systems. The software design will be a ground-up development based on the Home Buyer Systems Mi-Zone software platform, bespoked specifically by Svensoni “to be...

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  • First four companies live on Origo’s Integration Hub

    31 January 2017

    Fintech company sees first four users of the Hub, designed to make integration between platforms, providers and back-office software, and the delivery of key elements like valuations data, easier and faster to effect.  Four companies are live and using the Integration Hub Origo has announced. The first four joiners are JCS, MetLife, LV= and...

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  • O&M Systems adds new suitability-friendly functionality to pension switching software

    28 October 2016

    Executive summary automatically gathers key advice points in cut and paste format for inclusion in suitability reports O&M Systems has added an executive summary facility to its pension switching software, making it easy for financial planners and paraplanners to extract the key points of the advice and present them in a client-friendly way in suitability reports, says the company’s...

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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...

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  • 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...

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  • 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...

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