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Mark Loosmore, of IRESS, says Royal London’s B2C Money Vista website could complement, not compete with, advisory firms...
Last month, Aegon launched its wrap platform, ARC (Aegon Retirement Choices), to much acclaim. Here, Mark Loosmore of IRESS gives his verdict…
Mark Loosmore of IRESS says the Skandia platform was beginning to look dated. That is until it undertook a complete re-design...
Other Mark Loosmore articles
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.
Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.
Mark Loosmore of AT8 Group dissects the latest life planning tool available on the iPad.
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