DECEMBER 2019
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Latest - TECHNOLOGY

  • Small biz owners must adapt in period of turbulence and change

    4 December 2019

    A quarter of small business owners expect to fail over the next five years amid growing political and economic uncertainty. The ability to adapt to change will be key to survival.  Mounting concerns such as late payments (54%), tax rates for small businesses (44%) and uncertainty around Brexit (44%) have made business owners question...

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  • Dynamic Planner and MSCI launch risk-targeted benchmarks

    3 December 2019

    Dynamic Planner has launched a series of risk-targeted benchmarks to help advisers compare the performance of funds for the risk involved.  The risk profiler has teamed up with MSCI to create the Multi-Asset Indexes – Dynamic Planner Module which will sit within its Dynamic Planner financial planning system. Advisers and investors currently face a...

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  • NEW SERIES: Technology Quick Wins –  Understanding FUM reporting

    25 November 2019

    Continuing our 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, Sian Gulliver of Iress how you can achieve a better client and partner policy data search in Xplan. Funds under management (FUM) or Assets Under Management...

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  • Intelligent Office awarded ‘Approved Associate System’ status

    7 November 2019

    Intelliflo’s Intelligent Office software has become the first technology-based system to be awarded ‘Approved Associate System’ status by Standards International. Intelliflo received the status following detailed analysis of Intelligent Office to assess how it supported individuals seeking to achieve Standard International’s ISO22222 and The Paraplanner Standard. Michelle Hoskin, founder, Standards International, said: “We were...

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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...

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  • 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...

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  • 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...

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  • 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...

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