April 2019
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Latest - TECHNOLOGY

  • Cashcalc implements two-way Intelliflo integration

    31 October 2018

    Cashflow planning software provider CashCalc has launched two-way integration with Intelliflo’s Intelligent Office following growing demand from adviser firms for this type of data exchange. Since the integration’s initial launch at the start of the year, which only enabled data to be sent from Intelligent Office to CashCalc, users have been calling for the...

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  • Pension Dashboard given boost by Budget

    29 October 2018

    Government provided further backing for the Pensions Dashboard today in the Budget red book, following the Chancellor of the Exchequer’s speech in Parliament. The red book outlined further details on the Pensions Dashboard, saying: ‘The government is taking steps to support the launch of Pensions Dashboards, innovative tools that will for the first time allow an...

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  • IRESS launches client portal for XPLAN

    29 October 2018

    Financial technology business IRESS has launched a client portal in response to growing demand for more personalised and convenient self-service access. IRESS said that its clients, which include advisers, wealth managers, planners and mortgage brokers, wanted a core service that would enable them to communicate securely and efficiently with their own clients. It follows...

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  • Cashcalc launches TVC & APTA tool with help of Rory Percival

    16 October 2018

    Provider of cashflow planning software CashCalc has launched a TVC & APTA tool with the help of former FCA technical specialist Rory Percival. The new tool will act as a standalone module and is designed to aid advisers navigate the complexities of defined benefit pension transfers. Ray Adams, director and in-house chartered financial planner...

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  • FE launches Ex Ante Costs and Charges Calculator for Analytics

    15 October 2018

    Research and ratings provider FE has launched a new tool designed to provide advisers with a transparent view of all the pre-sale charges they must disclose to clients under the MiFID II regulation. The FE Analytics+ Ex Ante Costs and Charges Calculator prepopulates the ex ante investment product charges for all funds in a...

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  • Pensions Dashboard will enable Open Pensions, says Origo

    9 October 2018

    The proposed Pensions Dashboard architecture will enable the financial services industry to deliver Open Pensions for the UK consumer, says Origo. The Fintech has published a paper, Pensions Dashboard to Open Pension’, in which it lays out how the proposals for a Pensions Dashboard architecture will introduce “the firm foundations required for the development of an...

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  • Pension Dashboard opportunity to cut advice costs and help more people

    8 October 2018

    The Pensions Dashboard is an opportunity to help people understand and engage with their retirement planning while also making pension advice more cost effective and so open it up to more people. It could also help put an end to pension scams, says Kay Ingram, director of Public policy at LEBC Group. Ingram, who...

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  • New protection comparison functionality scores policies most likely to pay out

    8 October 2018

    The Finance & Technology Research Centre (F&TRC)  has launched a new functionality within its Quality Analyser system, enabling advisers an paraplanners to compare critical illness policies based on personal circumstances, age, gender and the term of the plan. There are currently over 200 different conditions covered by CI products, making it increasingly difficult for...

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