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Tech solutions provider IntelliFlo has launched a personal finance portal designed to offer a new channel of communication between adviser and client.
Leeds-based advisory firm Heath Lambert has teamed up with Partnership to launch a direct-to-consumer annuity portal.
Exeter Family Friendly’s Health Cover for Me private medical insurance product is now available for quoting on the Insurance Resource portal.
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2plan has launched a mobile version of its adviser portal Nexus, enabling advisers to access client information and reports 24/7 using hand-held devices.
Capita Financial Software (CFS) has launched a new website bringing together its Quay, Synaptic and Webline product suites.
Scottish Widows has pulled its protection quotations from industry portals, prompting concerns it too has effectively exited the protection market following Standard Life's departure earlier today.
Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto the host wrap platform, which includes a database, and a range of risk profiling and modelling tools.
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