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Latest - WRAPS / PLATFORMS

  • 7IM adds new platform functionality and enhancements

    28 September 2020

    7IM has enhanced its platform with the launch of a series of updates to further improve the user experience. The firm says the new design offers a more intuitive experience to users, with new functionalities to streamline user efficiency and enable frictionless account opening. The new account opening process enables three wrappers to be...

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  • Leading platforms call on fund houses to join STAR initiative

    21 September 2020

    Four of the industry’s largest platforms – Aegon, Fidelity, Hargreaves Lansdown and Standard Life – have contacted their fund groups requesting they support the STAR Transfers & Re-Registration initiative. STAR, a collaboration between Criterion and TeX, was established to shape recognised, industry-wide standards to promote good practice in transfers, thereby to improving outcomes for...

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  • Standard Life extends DFMs on Elevate

    8 September 2020

    Standard Life has added a larger range of discretionary fund managers to its adviser platform Elevate. The new additions, which advisers can access through the platform’s Separately Managed Accounts (SMA) service, will offer advisers access to a wider range of model portfolios, the group said. The first DFMs to be added are Aberdeen Standard...

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  • lang cat gives away 7-step approach to platform due diligence

    5 September 2020

    A 7-step structured approach to research and due diligence results in better client outcomes, the findings of the lang cat’s latest publication have shown.  Following the launch of the consultancy’s due diligence software, Platform Analyser, it has published a white paper outlining a seven step approach designed to help advisers through the platform due diligence...

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  • New features of Standard Life wrap

    3 September 2020

    Standard Life has unveiled new features on its Wrap platform including a client portal, following adviser feedback for a more personalised digital experience. Advisers will decide how much information is available to each of their clients using the portal and it can be configured to feature the adviser’s branding and contact details as well...

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  • Morningstar launches international managed portfolios on Novia platform

    22 July 2020

    Morningstar Investment Management has launched a series of international managed portfolios on the Novia Global platform amid growing demand for discretionary low-cost solutions. The portfolios, available from 1 July, hold non-UK situs assets, with an initial focus on services for professional clients in the Channel Islands, the investment management firm said. The Morningstar International...

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  • Business growth now biggest challenge for advice firms

    9 July 2020

    Nearly a third of advisers (30%) expect business growth and efficiency to pose the biggest challenge to their business over the coming year, up from 19% last year, new research from Nucleus has found.  The findings from Nucleus’ 2020 census showed that 51% of respondents admitted that time spent on compliance limits their productivity....

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  • New EB platform offers SMEs free advice during Covid

    5 July 2020

    OpenMoney has launched a new employee benefits platform offering free financial advice to employees of small and medium sized businesses in need of support through the Covid19 pandemic. WorkLife will be free to access for the remainder of 2020, saving an SME with 50 employees £600 over the next six months. OpenMoney said the...

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