| 1st Software, the
market-leading provider of desktop software for financial
intermediaries, today announces the addition of three new
real-time valuations within their Adviser Office 2 client
management system. The new links with Standard Life, Friends
Provident and Clerical Medical now brings the total number of
Providers with on-line valuations to 14: http://www.1stsoftware.co.uk/
IFA Systems Ltd, the
website designers for IFAs, have completed the successful
testing of their Portfolio Adviser programme for launch
mid-September. The programme enables the IFA to upload a simple
snapshot of any client's portfolio as held in the advisers'
database, for the client to view securely through the IFA's
website. For more details see http://www.portfolio-adviser.co.uk/
or ring 01453 521855.
Financial Express data
feed clients who are also Adviser Office 2 users, now have free
access to a range of specialist data and tools, including
automated dividend updates, fund and equity factsheets, dynamic
performance charting and discrete portfolio performance. New
additions will include a live fund look-up research facility,
and a subscription fund research archive. For more information
please contact ifa.sales@finexprestel.com
or 01483 783 925.
Mortgage Brain has fully
launched the Mortgage Trading Exchange - the electronic trading
solution that allows you to submit mortgage applications and
AIPs/DIPs direct to lenders, and receive a response in minutes.
Over 50 lenders, including Alliance & Leicester, Halifax,
Nationwide and Northern Rock, who account for in excess of 70%
of mortgage business in the UK, have committed to the Mortgage
Trading Exchange so far. For more information logon toe http://www.mbl.co.uk/.
Origo has revised its
application procedure for all IFA firms who wish to use its free
UNIPASS digital certificate service. The revisions mean that the
procedure to apply for the 'digital key', which provides easy
and secure access to products and services on the internet, will
be much more straightforward for IFAs and will require
significantly less paperwork. Origo asked AIFA to review its
application procedures in January 2003 following feedback from
IFAs. As a result, Origo decided to shorten the contract and
guidance notes and make them clearer. It is now both easier for
IFAs to decide whether or not to sign up for the UNIPASS system
and to apply for the certificate. For more information visit http://www.origoservices.com/.
Webline, the UK's first
provider of online comparative quotations to Origo standards,
has just announced it will become the first industry 'portal' to
provide e-submission for Liverpool Victoria's protection range.
Adviser firms can now perform client-specific comparisons of
Liverpool Victoria's policies against other providers and
complete their transactions online, with enhanced commission for
all applications received via Webline. A total of 17 product
providers now support the Webline service: http://www.webline.co.uk/
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