IT firms team up for risk profiling and financial planning partnership 08:01 GMT
Two of the financial service industry’s software businesses, Distribution Technology and Intelliflo, have joined forces to create a “best of breed” risk profiling and financial planning program.
Parmenion launches new adviser site 03/03/2015
Parmenion, a UK-based investment services provider, has launched a redesigned adviser website.
Has a solution to wealth managers' email cybercrime fears been found? 02/03/2015
Cybersecurity has been front page news recently, thanks to the hacking of Sony Pictures Entertainment.
Distribution Technology appoints from Royal London for user experience refresh 16/02/2015
Planning and practice manager appoints tech veteran from Royal London for user experience refresh
Ada King - the voice of IT: Consolidation in our industry - it's everywhere 10/02/2015
Our regular wealth management IT expert.
Novia platform launches new client portal 06/02/2015
Novia, a wrap platform, has launched “Investor Zone,” a new client portal. It is designed to give investors online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.
UK execution only stockbroker signs another white labelling deal 05/02/2015
Interactive Investor, an execution-only stockbrokers, has entered into a new white labelling agreement.
Waverton adopts new client reporting system 05/02/2015
Waverton Investment Management, a discretionary investment management boutique, has adopted a new client reporting system.
Wealth management IT firm acquired 03/02/2015
Advert Software, a wealth management focused IT firm, has been acquired by SS&C Technologies Holdings, a financial services IT firm.
Ada King – the voice of IT: Technology and conduct risk…Can it help? 14/01/2015
Ada King - our regular wealth management IT expert