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Latest - WRAPS / PLATFORMS

  • 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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  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

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  • Standard Life launches cashflow modelling tool

    7 December 2017

    Standard Life has launched a cashflow modelling tool for users of its Wrap. The tool will enable paraplanners and advisers to illustrate real time and future financial events to support the advice process pre and post retirement. The tool is a collaboration between Standard Life Wrap and Focus Solutions, and is described as “data-light”,...

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  • Zurich links platform to Dynamic Planner’s AccessAdvice

    21 November 2017

    Platform provider Zurich has teamed up with Dynamic Planner to offer advisers access to its advice product AccessAdvice.  The partnership will enable advisers to deliver personalised, regulated and online advice to clients looking for an alternative way to buy their ISA. Alistair Wilson, Zurich’s head of retail platform strategy (pictured), said adding AccessAdvice to...

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