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Showing 101 - 106 of 106 results for %22Adviser Technology Needs Report%22

AdviserLogic launches planner-friendly software

... reporting and compliance IT package for licenses, authorised representatives and their clients. The brains behind the technology are Gundeep Sidhu, managing director and formerly a financial planner; Andrew Blencowe, an accountant and tax specialist ...

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... is defining and supporting complex relationships. "A high net worth investor might adopt specialist products through an adviser as part of a dealer group or may elect to acquire assets directly. Our experience shows that high net worth clients might ...

Coin downsizes software for advisers

MICHAEL HOBBS  |  WEDNESDAY, 19 MAR 2008
... 100 different products and premiums. The insurance software is also able to produce a statement of advice and allows the adviser to either work offline, online or both, allowing them to use the program remotely when visiting clients. Darelle Jenkins ...

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN  |  THURSDAY, 22 MAR 2007
Managed accounts technology provider Praemium, through its UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super ...

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... move comes on the back of widespread planner concern around the issue revealed in the Investment Trends 2006 Planner Technology Report. "Advisers are clearly saying that a mini-wrap is great - provided clients can migrate to the full platform later if ...

AXA hits $10bn on platform but continues to build

HAMISH MADDEN  |  TUESDAY, 29 AUG 2006
... alone, to ensure their platform offering becomes an even more powerful and easy to use investment management tool in the adviser-client relationship. Developments will include website enhancements, improvements in reporting, the introduction of simultaneous ...