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Mark Loosmore of IRESS says the Skandia platform was beginning to look dated. That is until it undertook a complete re-design...
This week Mark Loosmore of AT8 Group looks under the bonnet of Assureweb and finds a portal beginning to find its feet in the wider market.
Australian software giant IRESS has launched in the UK by securing a long-term deal to provide front and back-office technology solutions to Sesame Bankhall Group.
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Ten leading platform commentators were locked in a room last week to debate the future of the market. In the first of a three-part special in IFAonline, the team revisited platforms’ original objectives and asked: Is their influence now spreading too far?
This week Mark Loosmore of AT8 Group examines Personal Touch’s new attitude-to-risk tool.
This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.
This week Mark Loosmore of AT8 Group speaks to a range of industry experts about the role quotation portals may play in a post-RDR world
Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo’s Adviser Office and Client Portal.
Last year, Tenet signed a deal with Focus Solutions to create a new breed of technology solution for its members called Tenet Advantage.
Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.
Mark Loosmore of AT8 Group looks at the technology SimplyBiz uses to provide services to its members.
This week, Mark Loosmore of AT8 Group examines start-up Network Direct’s use of the Plum practice management system.
Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including their use of technology. This week we spoke to Stephen Gazard, managing director of Lighthouse Advisory Services.
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