Technology

Technology for Financial Advisers & Paraplanners - Respecting client confidentiality...

Email remains the worlds preferred business communication medium with around 280 billion sent and received every day, however email is likely to be the most common ‘chink in the armour’ as far as the security of any company’s communication strategy given that it carries significant volumes of sensitive information!! 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 whitepaper for Financial Advisers and Paraplanners - Communicating with clients using end-to-end encryption white paper

This MyDocSafe paper explains why encryption of client communication is the new standard for professional services firms and how those firms can use that technology to minimise reputational, compliance and cyber risks related to personal data breaches and identity theft. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Suitability reports

Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core. more...

Technology news for Financial Advisers & Paraplanners - Panacea is delighted to introduce MyDocSafe

MyDocSafe is a UK-based provider of a sophisticated portal platform, ideal for IFAs. From electronic signatures, client onboarding, through secure document sharing, form filling, and even chat, MyDocSafe helps automate and secure critical document exchange and approval processes and help IFAs comply with GDPR. more...

Investment news for Financial Advisers & Paraplanners - Defaqto: Investment bond service review 2019

Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. 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...

Business Development for Financial Advisers and Paraplanners - Beyond Encryption: Register to start your 14 day FREE OF CHARGE trial

As you are no doubt aware, sending sensitive, personal data by normal email leaves you open to cyber-crime and may contravene legislation. more...

Protection update for Financial Advisers and Paraplanners - Defaqto has launched a new critical illness cover comparison tool

Defaqto has launched its critical illness cover comparison tool, CIC Compare. A new module in Engage, Defaqto’s end-to-end financial planning solution, it is an easy to use tool that helps advisers compare new and historical critical illness policies in under five minutes on a whole of market basis, including white labels and direct products. more...

Secure email for advisers and paraplanners - Hackers are free people

Just like artists, who wake up in the morning in a good mood and then start painting more...

Protection news for Financial Advisers & Paraplanners - Royal London: We’ve improved your online dashboard

We’ve introduced some new features to our online journey so you can see where your applications are in the process. more...

Investment news for Financial Advisers and Paraplanners - Defaqto: Building a multi-asset solution - how hard it can be?

Join Patrick Norwood for this short webinar from our series about building multi-asset solutions. more...

Technology update for Financial Advisers and Paraplanners - Defaqto: What is behind the evolution of managed portfolio services?

The evolution of MPS has been somewhat rapid, particularly over the past few years. more...

Technology update for Financial Advisers and Paraplanners - Defaqto: Risk tools – are they all that?

There is an unprecedented amount of column inches being written about matching a clients’ attitude to risk and capacity for loss to an appropriate investment risk rating. The more that is written, the easier it is to forget what you are trying to achieve in the first place and there seems to be plenty of negative opinion on just about every solution. more...

Technology news for Financial advisers and Paraplanners - Defaqto: Fintech is the future - along with traditional advice

There may be some readers who have been around long enough to remember the ‘tech bubble’ of the late 1990s. more...

Technology update for Financial Advisers and Paraplanners - Defaqto: Suitability report templates now available in Engage Core

Defaqto has worked in collaboration with Eversheds Sutherland to enable and facilitate suitability reports templates in Engage Core to provide a fully integrated end-to-end financial planning tool to advisers. 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 and Paraplanners - Dynamic Planner: Enrich your Fund Research with Improved Fund Performance Charting

The new fund performance tool allows you to compare up to 10 funds at a time for a selected time period. Past performance figures are provided for historic period, and the chart and the data can be exported to a simple, professional report. more...

Technology event for Financial Advisers & Paraplanners - Dynamic Planner: First Annual Conference in Manchester Wows Audience

Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals. 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...

Technology update for Financial Advisers & Paraplanners - Defaqto: Key ingredients of suitable advice

Delivering suitable advice doesn’t stop with risk profiling your client. Interestingly, the Financial Conduct Authority (FCA) doesn’t recommend a specific process or tools that firms should use, but firms must take reasonable steps to ensure a recommendation is suitable for their client¹. What’s more, in the very same document, the FCA states that “all firms, regardless of size or type, can carry out good research and due diligence”. more...

Technology update for Financial Advisers & Paraplanners - Royal London comments on the one-year anniversary of open banking

Commenting on the one-year anniversary of “Open Banking”, which fell on Sunday January 13, Becky O’Connor, personal finance specialist at Royal London, says: 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...

Business Support for Financial Advisers & Paraplanners - Exclusive, Panacea brings to you a unique Secure Email by Mailock from Beyond Encryption

Secure Communications. Your Customers Expect It. Your Regulator Demands It. Your Reputation Depends On It. Email is the most popular form of electronic communication, but it is not secure. Sending sensitive personal data by normal email leaves you susceptible to cyber-crime and in turn may contravene legislation. more...

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