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AdviserTech Headlines for Week ending 23rd February 2018

Holloway Friendly has made public that they now offer Immediate Underwriting Decision capabilities. This development changes the way their advisers currently work, as they are now able to produce short and long term policies in minutes without automatic medical evidence requirement. https://www.holloway.co.uk/news/holloway-friendly-joins-the-right-mortgage-protection-network-2/

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 2nd February 2018

iPipeline has announced that Zurich (UK) has chosen their TCP LifeSystems’ SS/G (Self Service/Generation) digital solution as its new protection platform. Zurich is aiming to provide the highest quality solutions, with a best-in-class adviser and customer experience through the launch of the new protection platform. http://www.ipipeline.com/uk/insurance-software-solutions/news/ipipelines-tcp-lifesystems-ss-g-digital-solution-selected-by-zurich

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 19th January 2018

The SimplyBiz Group is to launch an end-to-end financial planning system (Centra) to provide support to advisers throughout the investment advice process. Centra will offer access to integrated goals-based financial planning tools, product research and suitability reports. The service is powered by Defaqto Engage, the investment planning software. Centra will go live in March and will be available free to SimplyBiz Group members. http://www.simplybiz.co.uk/news-views/latest-news-blog/simply

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 5th January 2018

Big news in the US as B2B Robo advice supplier Advisor Engine (previously known as Vanare) acquires a major CRM player Junxure http://www.advisorengine.com/press-release-import/2018/1/2/advisorengine-acquires-junxure-and-raises-additional-growth-capital   iPipeline acquires TCP LifeSystems. This should deliver some very interesting end to end capability for iPipeline and their clients. There will be a lot of potential to deliver enhanced customer experiences and grow the Protectio

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 15th December 2017

According to a new survey by Intelliflo, MiFID II and the General Data Protection Regulation (GDPR) have been the top two headaches for advisers during 2017. The survey questioned 300 users of Intelliflo’s management software, Intelligent Office (iO) and was aimed to discover what has been the highs and lows over the past year and look ahead to 2018.  https://www.intelliflo.com/press-releases/mifid-ii-a-headache-for-advisers-during-2017-but-robo-advice-regarded-as-more-of-an-opportunity-tha

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 8th December 2017

Synaptic Software, has added a new feature-based proposition on its Synaptic Webline protection quote and e-apply portal. The portal enables financial advisers to access quotes and information from insurance providers in real-time and streamline protection sales. http://www.capita.com/news/news/2017/synaptic-software-enhances-its-webline-protection-portal-with-new-feature-based-proposition/

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 17th November 2017

At Royal London, they have developed an electronic signature solution to speed up the payment of claims. They have introduced an e-AMRA for new business customers with DocuSign.  https://www.royallondon.com/about/media/news/2017/november/royal-london-introduces-signature-free-consent-form-for-claims/?amp%3Bepslanguage=en   InvestCloud has launched two new financial apps called 'InvestCloud Gray' which provides digital capabilities to investment firms and 'InvestCloud Neon' which e

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 10th November 2017

The Finance & Technology Research Centre has released a workplace pension Robo Paraplanner that aims to help employers find a new provider. http://www.ftrc.co/ftrc-co-uk/_img/FTRC_Release_-_robo_paraplanner.pdf   The Finance & Technology Research Centre has also launched a quality analyser service for critical illness cover. http://www.ftrc.co/ftrc-co-uk/_img/FTRC_Release_-_CI_QA_Nov_2017.pdf   VitaliyLife has announced that it will be providing fully underw

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 3rd November 2017

Origo demonstrates Delegated Authority for Pensions Dashboard.  Origo's Lead Architect talks us through the technical developments that we are involved in for Pensions Dashboard with a live demonstration.  http://www.origo.com/news/Kenneth_May_Demonstrates_Delegated_Authority_Pensions_Dashboard.aspx   VitalityHealth has launched an Adviser Hub platform, which offers 24/7 access and a range of developments for advisers.  https://www.vitality.co.uk/media/vitalityhealth-launches

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 20th October 2017

Scottish Widows protect joins IRESS' protection underwriting service. Scottish Widows joins an increasing list of providers who have also acknowledged the intermediary and customer benefits of providing partially underwritten protection quotes. https://www.iress.com/uk/resources/media-releases/articles/scottish-widows-protect-joins-iress-protection-underwriting-service/   Vitality Life launches two new tools for advisers. The two new tools are called ‘Reality Checker’ and ‘Trust H

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Headlines for Week ending 13th October 2017

Legal & General have launched their first Blockchain competition called 'Blockchain's Got Talent'. The competition concentrates on open sourcing, looking for a solution for personal identifiable information management and GDPR compliance for future insurance solutions. http://www.legalandgeneralgroup.com/media-centre/press-releases/press-releases.asp?newsid=4155   Centapse and Oxford Risk announce a new partnership. The new partnership will offer behavioural finance consultanc

Nicole Ademiju

Nicole Ademiju

 

AdviserTech Highlights - April 2017

Over the last six months or so we have been hearing more and more users of the CURO system from Time4Advice giving very positive feedback on the service. This includes a number of people we really respect, some of whom have a reputation for being hard taskmasters. By building their adviser client management system on Microsoft Dynamics CRM platform the businesses founders Mitchell Philpott and Roland Rawicz-Szczerbo, who previously built the Quay Software business they sold to Capita

Ian McKenna & Adam Higgs

Ian McKenna & Adam Higgs

 

AdviserTech Highlights - March 2017

March was a month when we looked at software that was outside the mainstream for various reasons.  Ian's favourite this month was a software package which manages to be both beautifully simple and bring some very fresh thinking to the challenges of continuing to achieve strong investment performance whilst protecting clients’ against risk in decumulation. Ian first came across Bucket Bliss at the Technology Tools for Today conference in California in February. The software enables t

Ian McKenna & Adam Higgs

Ian McKenna & Adam Higgs

 

AdviserTech Highlights - February 2017

Financial advisers have never had more choice when it comes to selecting the software to help them improve operational efficiency, reduce costs and enhance customer services. In February our Adviser Software Insights study explored a couple of new entrants in the market, provided an update to the Quality Analyser product research software F&TRC offer free to adviser members of the Personal Finance Society and also looked at an established player in the Wealth Management sector.

Ian McKenna & Adam Higgs

Ian McKenna & Adam Higgs

 

AdviserTech Highlights - January 2017

The system that most caught our eye in January was the new now: advise offering from Focus Solutions.   Although it has been a long time coming, from what we've seen this has certainly been worth the wait. An "Out of the Box" client management solution for firms with 10 users upwards it also includes a stunning set of financial planning tools "now: plan" and a good screen share product "now: share". Great integration between the various modules allowing full re-use of data

Ian McKenna & Adam Higgs

Ian McKenna & Adam Higgs

 

Taking the pain out of Due Diligence for Advisers and Platforms

Platform Due Diligence is a hugely important task. It is also one which is consuming vast amounts of resource for advisers and platforms alike. Although the FCA has deferred the completion of its Thematic Review, it has been sending clear messages around certain aspects of the due diligence process. Not least that advisers basing their analysis on the documents produced by platforms is not sufficient to fulfil their due diligence obligations. A good due diligence process is about far more than

Ian McKenna

Ian McKenna

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