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B-A to use Aequos Engage

Burns-Anderson has agreed to use Defaqtos Aequos Engage as its preferred product search engine.

Aequos Engage launched in May last year, covers investment, pension and protection products and can be used online or downloaded for remote use.

B-A says its ability to link with its main policy and client administration system, to other CRMs, as well as to its quotation portal, were also important considerations.

B-A head of marketing Adrian Lewis says: The quality of Defaqtos technical staff, and the research that they conduct, played quite a big part in our decision. Also, we have faith in their ability to deliver on customer service.”


Morningstar buys S&P’s mutual fund data business

Morningstar has bought Standard & Poor’s mutual fund data business for £28m.This consists of data and products covering more than 135,000 managed investment vehicles including mutual funds, exchange-traded funds, hedge funds and offshore funds.As part of the agreement S&P will licence fund data from Morningstar after the acquisition is completed.Morningstar chief executive Joe Mansueto says: […]

Nimble picking

Despite the odd nervous shudder running through the market, shares have held up well to suggest that no one really believed the Bank of England was about to raise rates again last week. And it didn’t.

Fringe benefits

It was a big week for PR agency Lansons. Not content with announcing the promotion of Louise Bullock to the board as associate director at the start of last week, it then hosted a few drinks for its clients and favourite journalists, where the theme was DJ-ing in a night called Stick It On.Willing Judge […]


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