December 2018
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Latest - TECHNOLOGY

  • IRESS opens up XPLAN to more integrations through APIs

    5 December 2018

    IRESS has opened its XPLAN software to allow third party software providers to directly access and integrate with it. It is part of the IRESS Open initiative, designed to grow the number of integrations available to clients through IRESS by making access to its existing APIs simpler and easier. IRESS said clients would be...

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  • DWP publishes proposals to make Pensions Dashboards a reality from 2019

    3 December 2018

    The Department for Work and Pensions has published its long awaited Feasibility Study into the Pensions Dashboards, enabling the industry to start preparing for what’s necessary to make the project happen, with the first schemes onboarding in 2019. Guy Opperman Parliamentary Under Secretary of State for Pensions & Financial Inclusion said the proposed pensions...

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  • Dynamic Planner strikes bespoke deal with threesixty

    2 December 2018

    Dynamic Planner, is to offer the 900 clients of compliance support provider threesixty services a bespoke version of Dynamic Planner. The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list,...

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  • December Issue OUT NOW

    28 November 2018

    Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

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  • Companies start lining up to commit to improved transfers and re-registration via STAR

    22 November 2018

    The first seven companies are set to join STAR, a joint venture launched to help deliver the framework and methods used to deploy the Transfers and Re-registration Industry Group (TRIG) framework. The companies, including Standard life, Aviva, Aegon, Fidelity, Old Mutual, Janus Henderson and DST Funds, with others in the pipeline, have registered their...

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  • New tools from Architas look to help clients better understand risk

    19 November 2018

    Asset manager Architas has launched two new tools designed to help clients understand what they are investing in and break down the barriers some may feel about investing. Architas, part of the global AXA Group, said it had developed the new understanding risk and explore funds tools in partnership with advisers it works with,...

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  • Cashcalc invites suggestions for integration

    18 November 2018

    Cashflow planning software provider CashCalc is inviting its users to put forward integrations they would like to see CashCalc develop.   It follows a recent announcement by the company that it has adopted an open integration policy, allowing CashCalc to integrate with a company if it will benefit both the adviser and their clients. Ray...

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  • Focus launches new client-interactive software

    8 November 2018

    Fintech provider Focus Solutions has designed new software aimed at making the advice process an interactive and streamlined experience. The company described focus:digital as a game-changing digital platform for anyone on the client-facing side of financial advice, including wealth managers, advisers and banks. The company said the software had four key areas; acquiring and...

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