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1st Software takes stake in iTrak

1st Software has bought a 51 per cent stake in wealth management IFA software firm iTrak which is used by 25 IFA firms, including members of Inter-Alliance and Whitechurch.

ITrak&#39s software allows IFAs to separate the cost of the advice process from products, enabling firms to identify and charge up-front and recurring fees for services. 1st Software says integrating the systems will cut out input time.

1st Software is also launching a new version of its Adviser Office system that includes integrated services with Scottish Mutual, the Sipp Centre, Morgan Stanley Quilter and Cofunds.

The Adviser Office: Intelligent Workflow system includes new tools to help standardise business processes and has financial planning functions using Tillinghast Towers Perrin stochastic modelling techniques. All of the financial planning tools have been built with input from financial planners.


Friends increase ethical access

FRIENDS PROVIDENT STEWARDSHIP SAFEGUARD OPTIMISER FUND Type: Unit-linked fund Aim: Growth linked to the performance of the Isis Stewardship Growth Fund and the Barclays Global Investors Liquidity Plus Fund Minimum investment: Lump sum £5,000 Investment split: 70% Isis Stewardship Growth Fund, 30% Barclays Global Investors Liquidity Plus Fund Charges: Annual 0.6% plus annual 1.25% for […]


Manor Park – Guaranteed UK Selected Growth September 2004

Type:Guaranteed growth bond Aim:Growth linked to the performance of the FTSE 100 index Minimum investment:Lump sum £5,000 Investment split:100% linked to the FTSE 100 index Place of registration:Guernsey Term:Three years Return:Choice of 210%, 160%, 110% or 60% growth in index at end of term Guarantee:Choice of 85%, 90%, 95% or 100% of original capital returned […]

Pink links with Platform to offer self-cert loan

Pink Home Loans is offering an exclusive self-certification mortgage in conjunction with its branded lending partner Platform. The product tracks the Bank of England base rate plus 1.14 per cent for two years, giving an initial rate of 5.64 per cent plus £500 cashback. It is available to Pink Premier and Mortgage club customers. Commission […]

Match maker

It will not come as any great shock to you but I believe the new pension legislation will fail to stimulate the long-term savings market. The question remains where are the new initiatives that will create the climate for an upturn in private pension savings? Is it to be the new Sandler product suite? Much […]


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