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  • Technology quick wins: Better client and partner policy data search

    20 October 2019

    Beginning a new series of articles highlighting quick wins when using adviser firm technology, software experts share quick tips and tricks to help make your working day more efficient. Here, Sian Gulliver of IRESS how you can achieve a better client and partner policy data search in Xplan. Capturing a full and accurate record...

  • Platform due diligence – cyber security questions

    10 October 2019

    What cyber security-related questions should firms be asking their platform partner? The challenges that firms face to keep themselves and their clients data safe from modern day criminals was brought home this week with a warning from the FCA regarding a clone financial planning firm, posing as the real firm and trying to get...

  • Aviva ‘adds weight’ to Origo Integration Hub

    9 October 2019

    Aviva is the latest organisation to join the Origo Integration Hub, alongside names already using it like Prudential, Legal and General, Standard Life Aberdeen, LV, and others. There are now 19 users of the technology, with more in the pipeline the FinTech says. The hub, which launched in 2016, was designed to remove the...

  • In case you missed them – 5 stories from this month’s website

    28 September 2019

    Below we list 5 of the stories most read by paraplanners on the Professional Paraplanner website over the past month. If you’re not already signed up to receive our insightful technical, regulatory and industry content into your inbox, sign up for our daily email alert HERE. And if you know any paraplanners who would...

  • “Far worse than we thought’ – impact on paraplanners and administrators of ineffective tech integration

    24 September 2019

    “We knew things weren’t great but it was far worse than we thought,” is how lang cat founder Mark Polson described the lack of integration between platforms, back-office and adviser software tools and the effect on the work of paraplanners and administrators. Polson was presenting the results of in-depth research his firm conducted on...

  • Intelliflo’s Eatock to hold CEO and executive chairman roles

    22 September 2019

    Nick Eatock has reprised his role as chief executive of Intelliflo, following the departure of Hamish Purdey, alongside his role as executive chairman. Purdey joined Intelliflo in November 2014 when Eatock took on the role of executive chairman. He has left to “pursue new challenges,” the software provider said. Eatock said: “Hamish has done...

  • Iress integrates with Cashcalc

    17 September 2019

    Technology provider Iress has integrated its advice software platform Xplan with cashflow planning software provider CashCalc. The integration is part of Iress’ new approach, Iress Open, which gives Xplan users direct access to a broad range of third-party applications. CashCalc, founded by chartered financial planner Ray Adams, allows advisers to create detailed cashflow plans...

  • Pensions Dashboards – a catalyst for industry change

    10 September 2019

    Michael Roe, development director, Origo, looks at the current situation with pensions dashboards and why he sees the initiative as a positive disrupter for the industry In the summer we saw two key appointments by the Money and Pensions Service (MAPS) in respect of the pensions dashboards project. Chris Curry was appointed as Principal...