View more on these topics

Canada Life goes live with Plum Software

Canada Life has gone live with Plum Software giving users direct access to fund information.

The direct link to the IFA software provider means Canada Life users can now download fund names, number of units, price, valuations for all clients by entering a single reference number.

The move, part of Canada Life’s major European technology project, also means users can access offshore valuations via the contract enquiry facility through Canada Life International.

Canada Life managing director of wealth management Alain Wolffe says: “We are pleased to add Plum Software to our back office links and we look forward to adding further links as we progress with our overall plans. The fact that Canada Life continues to invest in technology projects during the current time demonstrates our determination to support our IFAs.”

Plum Software managing director Ann Dempster says: “We’re delighted that our intermediaries will now be able to benefit from this direct link to both Canada Life and Canada Life International.

“Canada Life has been very proactive in ensuring that all aspects of their messages can be integrated into the Plum software. Integrations like these save our adviser clients many hours of valuable working time, which is vital in the current climate.”

Recommended

Zurich makes group risk debut

Zurich Corporate Risk has made its debut in the group risk market and aims to be a top five player in the group risk market by 2012.

Active funds underperform in bear markets

The majority of active American fund managers have underperformed benchmarks across all categories over the past five years, according to a report by Standard & Poor’s (S&P) Index Services. Results for the Standard Poor’s Index Versus Active (Spiva) scorecard revealed that between 2004 and 2008, the S&P 500 outperformed 71.9% of actively managed large cap […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com