Back Office

Regulatory update for Financial Advisers and Paraplanners - Defaqto: MiFID II portfolio cost analysis added to Defaqto Engage

To further help you meet regulatory requirements, we have extended the capability of Engage, our end-to-end financial planning software, with the addition of in-depth MiFID II portfolio cost analysis functionality. more...

Investment News for Financial Advisers and Paraplanners - Fund Reviews launch in Defaqto Engage

Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID. more...

Back Office News for Financial Advisers and Paraplanners - Defaqto: Engage provides an unparalleled DFM research tool

An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients’ investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market. more...

Technology news for Advisers and Paraplanners - Defaqto: Adviser satisfaction with service provided by DFM providers is growing, but leaves room for improvement

Are financial advisers satisfied with the service they receive? What areas of service are actually important to them? We asked advisers like you for their opinion, and compared the results to previous years. Here’s what we learnt. more...

Business news for Financial Advisers and Paraplanners - London Stock Exchange Group lists Defaqto among 1000 companies to inspire Britain

Published annually, the report celebrates the UK’s fastest growing and most dynamic Small and Medium Sized Enterprises (SMEs). more...

Technology Webcast for financial advisers and paraplanners - Webinar: Defaqto Engage Core and Intelligent Office integration

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. more...

Better Business for Financial Advisers and Paraplanners - MyDocSafe: What is end-to-end encryption?

Although we do not expect our clients to know much about encryption, anyone dealing with numbers and technology is expected to have a rough idea about general terminology even if just to shine during a dinner conversation. more...

Partner Webinar for Financial Advisers and Paraplanners - Webinar: Save time with new, two-way Dynamic Planner – iO integration

You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a client’s details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio – all the time ensuring the client’s details in Dynamic Planner and iO remain seamlessly in sync. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Helping adviser firms face compliance challenges head on

Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with. more...

Technology update for Financial advisers and Paraplanners - New Dynamic Planner and Intelligent Office Integration is Live

The new Dynamic Planner iO integration provides you with a seamless journey, removing manual exporting and importing steps from the process. It is available now in the iO store. more...

Technology news for Financial Advisers & Paraplanners - Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements

Dynamic Planner, the UKís preferred digital risk profiling and asset allocation-led investment service announces a three year, £5m technology investment into the next generation of Dynamic Planner. more...

Partner Webinar for Financial Advisers & Paraplanners - Defaqto Engage Core and Intelligent Office integration

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. more...

Technology Webinar for Financial Advisers & Paraplanners - Defaqto Engage Core and Intelligent Office integration

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. more...

Technology update for advisers and paraplanners - Dynamic Planner: Time to Rebalance Traditional Multi-Asset Foundation

Investment in Physical Property has been a cornerstone for multi-asset solutions. However, investing in Physical Property through investments funds, which provide daily liquidity can cause liquidity mismatches. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner partners with Panacea to help inform community

Dynamic Planner has teamed up with Panacea Adviser to help keep sector professionals informed with key industry insight and developments. more...

Protection news for Financial Advisers and Paraplanners - UnderwriteMe: Becoming an e-Protection adviser

The 2014 Fidelity Advisor Insights study (updated in 2016 ) suggested that advisers who embraced technology were significantly more successful than their more traditional competitors. On average, these “e-advisers” had 40% more funds under management and 74% of those surveyed believed their use of technology had helped them grow their business. more...

Back office update for Financial Advisers & Paraplanners - Sammedia is now money info limited

On April 6th Sammedia Limited, the leading supplier of digital client portals to both workplace and wealth management changed its name to moneyinfo limited. more...

Panacea comment for Financial Advisers and Paraplanners - Save our NHS, but how?

I had a very interesting discussion over the weekend with a Labour party activist, campaigning under a specially erected party tent in the centre of my hometown, Wokingham. more...

Better Business for Financial Advisers and Paraplanners - Sammedia: ‘Increasing Client Engagement - a Lesson from Facebook’

I joined Facebook in February 2007. My sister-in-law worked in media and told me about this new website everyone was joining. She sent me a friend request, I joined up and sent friend requests to a handful of friends and colleagues at work. They all signed up, then signed up their friends as well. more...

Back office system news for finacial advisers - Intelliflo: Mind the Gap

Your clients are under attack. At least, if they fall into the ‘Baby Boomer’ category (age 50-70) they are. Not physically of course but their perceived wealth and good fortune is a cause for increasing resentfulness among younger people. more...

Retirement News for Financial Advisers and Paraplanners - Hodge Lifetime welfare benefit guide 2015-2016

When assessing your customer’s requirements for borrowing in retirement, it is important to check whether any benefits will be affected by your recommendation. more...

Pension Support for Finnancial Advisers and Paraplanners - Intelliflo: Advisers expect big business boost from new pension freedoms

A new poll¹ among users of Intelliflo’s Intelligent Office web-based business management software shows that four out of five adviser firms expect the new pension freedoms to provide a significant boost to business. more...

Pounce now - Intelligent Office setup costs are free!

There’s never been a better time to switch to Intelligent Office with initial setup costs free until 31 May 2015 – so pounce now! more...

Secure email service for financial advisers & paraplanne - BESecure Mail

Panacea Adviser are delighted to announce their latest partnership with BESecure Mail (BESM). With BESecure Mail  YOU continue to use your normal email address(es) & preferred system (Outlook 2010+ / Apple Mail)  YOU retain full control of your data - message(s) and attachment(s)  YOU control who opens them  YOU decide how to identify your intended recipient  YOU hold your encrypted data in your personal BESM folder  YOUR data is always encrypted by us  WE never store or see your information or the security parameters you set more...

Secure email service for Financial Advisers and Paraplanners - BESecure Mail

Panacea Adviser are delighted to announce their latest partnership with BESecure Mail (BESM). With BESecure Mail  YOU continue to use your normal email address(es) & preferred system (Outlook 2010+ / Apple Mail)  YOU retain full control of your data - message(s) and attachment(s)  YOU control who opens them  YOU decide how to identify your intended recipient  YOU hold your encrypted data in your personal BESM folder  YOUR data is always encrypted by us  WE never store or see your information or the security parameters you set more...

Education news for advisers - Wizard Learning: CII exam pass rates - advanced diploma, diploma, regulated diploma

In this news update we look at the recently published CII pass rates more...

Back office news for financial advisers and Paraplanners - Intelliflo: Switch to Intelligent Office and harness the power of over 100 ‘best of breed’ integrations

Does your business management system have over 100+ ‘best of breed’ industry connections at its heart? Would you like to have access to familiar tools but all integrated within a single, powerful technology ecosystem? more...

Technology update for Financial Advisers and paraplanners - Intelliflo: Is technology removing the need for face-to-face local advice?

Providing a personal service will always be part of running a successful business, but in certain situations - with certain types of client - technology offers a great alternative to face-to-face get-togethers more...

Protection News for Financial Advisers - Scottish Provident: Clients are looking for “instant and immediate” answers

In today’s “always on” world where we can source “instant and immediate” answers to most questions it’s no surprise that protection providers have had to develop better ways of working to suit changing consumer behaviour. more...

Technology update for Financial Advisers - Intelliflo boosts market-leading position with 'Free to switch' offer

Intelliflo aims to boost its position as the leading provider of software solutions for UK financial services companies with a ‘free-to-switch’ offer that runs to the end of 2014. more...

Mortgage news for financial advisers - Mortgage Brain launches revolutionary online sourcing system

Mortgage Brain, the multi award-winning mortgage technology solutions provider, has announced the launch of MortgageBrain Anywhere, its revolutionary online mortgage sourcing system. more...

Back office update for financial advisers - Equifax Touchstone Limited Latest Updates

New Touchstone maps facility that is fully integrated with the system and customisable
 more...

Technology update for financial advisers and paraplanners - TISA: Industry forum to look at how technological developments will benefit savers and investors

A pan-industry group has been created by TISA, the not-for-profit financial services association, to provide insight into how technological innovation has already, and will continue to, transform the way people engage with the financial services sector. more...

Sammedia: Change of CEO

Mike Free has sold his stake in Sammedia to a consortium of private investors led by Mik Cons, one of the founders of 1st Software. In the deal Mike Free has stepped down as CEO of Sammedia and has left the company to explore new opportunities more...

Better Business for financial advisers and paraplanners - Equifax: Benchmark Your Adviser Charging

Welcome to the New Year edition of the InTouch Intermediary newsletter, dedicated to keeping you up to date with the latest adviser-focused reports and features from Equifax UK. more...

Investment News for Advisers - FundsNetwork selects bravura solutions to support platform investment programme

FundsNetwork™ has selected software provider Bravura Solutions (Bravura) to support part of its multi-year, multi million pound investment programme, aimed at enhancing the platform for advisers and their clients. more...

Protection News for Advisers - Making Protection Better: We've launched our NEW Multi-Benefit service on Assureweb

At iPipeline we're very happy to announce that our new Multi-Benefit Protection service is now available on Assureweb. more...

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