menu


 

September 2003


 

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/



 

 


Previous Technology News

 


 

Sign-up for free

 

Adviser Insight is distributed free via email every other month.
Subscribe FREE.


Subscribe




Recommend a colleague

 

Recommend


 

 
Printable Version

 

To download a PDF version of the lastest Adviser Insight
 

Click to download PDF version

 

 


Sponsored by:


 

 

  

Institute of Financial Planning

 


 

 

 
  

 

 

 

 

Adviser Insight is managed by 1st Software