Displaying items by tag: technology

John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.

Spending on new technology is the biggest driver of increased investment by adviser firms ahead of the implementation of Consumer Duty coming into effect from the end of July.

The Investment Association (IA) has launched a new technology tool to help investors find lost assets.

SIPP provider iPensions Group has partnered with Rackspace Technology to upgrade the technology for its new platform.

Pensions and investment planning software firm Selectapension has been acquired by the Perseus operating group of Canadian technology company Constellation Software.

iPensions Group has launched an adviser portal to enable adivsers to compelte the SIPP application online.

Younger clients are demanding technological improvements from SIPP providers according to new research.

Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.