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Latest - WRAPS / PLATFORMS

  • Standard Life unveils development plans for Wrap and Elevate platforms

    14 May 2018

    Standard Life has unveiled new development plans for its Wrap and Elevate platforms, which it says are designed to strengthen and improve the support and end-to-end experience the platforms offer advisers and their clients. Standard Life said the Wrap platform will continue to focus its enhancements on the tailoring and presentation of holistic financial...

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  • SIPP/SSAS provider Talbot and Muir adds online functionality

    23 April 2018

    SIPP and SSAS specialist Talbot and Muir has unveiled a suite of website upgrades to provide advisers with better functionality. These include improved online applications, including expanded data entry and validation; additional data feeds from fund managers; video guides to assist with online applications; updated technical content; improved navigation and additional due diligence information...

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  • Standard Life Wrap awarded A rating by AKG

    16 April 2018

    Standard Life has been awarded the first A rating for the financial strength of its Wrap platform by ratings and consultancy group AKG. The rating was based on a detailed assessment of publically available information as well as face-to-face meetings and additional confidential market material. In addition to rating its financial strength, AKG also...

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  • 5 minutes with… Glen Sweet, Transact

    11 April 2018

    Glen Sweet, head of sales, Transact will be presenting at selected Technical Insight Seminars this year, focussing on choice and use of platforms and in particular, determining long term suitability of the various platform choices, for the benefit of the client. Here we asked him to describe the support Transact provides to paraplanners. Platform...

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  • AIC launches platform comparison tool

    4 April 2018

    The Association of Investment Companies (AIC) has launched a new tool on its website, allowing users to research and compare platforms. Based on research by platform consultancy the lang cat, the new tool will enable users to research the availability of investment companies on platforms, as well as the costs of holding and transacting...

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  • Standard Life platform offers two-way integration with back-office

    20 March 2018

    Standard Life has launched the next phase of two-way integration on its wrap platform with the delivery of Intelliflo’s business management system, Intelligent Office. Mike Hogg, head of proposition for Standard Life, said that with over a quarter of its wrap partners using Intelliflo, the collaboration is a “great next step” in delivering a...

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  • 7IM marks 5 years of the 7IMagine app

    12 March 2018

    Jamie Evans, Business Development Manager, Seven Investment Management celebrates the launch of the 7IMagine app, factfind, cashflow tool, risk discussion tool – free to download and use with clients.  A long time ago in a galaxy far far away…Okay, so it was only five years ago – although it feels a lot further in the...

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  • Platforms still under-serving advice sector, says Defaqto

    26 February 2018

    Financial information business Defaqto said platforms are still falling short when it comes to servicing financial advisers, despite a rise in the number of advisers using platforms.  Defaqto reported a 45% rise in the number of advisers putting all their business on platforms in the last year to 16%, while 91% of advisers put...

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