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Distribution Technology launches new investment and portfolio planning application

Distribution Technology is launching a new investment and portfolio planning application to help distributors provide advisers with the tools to deliver investment advice. The web-based application allows an adviser to view a client&#39s portfolio without having to use multiple tools. Additionally, it enables the IFA to create an asset allocation strategy, select appropriate funds and includes buy/sell transaction logging and risk profiling The launch on July 16. will be attended by distributors including life and pension companies, fund managers, wrap platforms, banks and IFA firms.

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iimia and Exeter to merge

Investment services groups Exeter and iimia and are merging in a deal which will create a business with £500m in funds under management.The new firm &#45 called iimia Investment Group – will have four divisions &#45 third party administration, fund management, financial planning and private client investment management. It will list on AIM on August […]

Brown Shipley sets sail in UK

Brown Shipley has introduced the Solus UK Flagship Fund, an Oeic which aims for growth and income by investing in UK companies. The new fund is a replacement for the five smaller Brown Shipley UK funds that were closed last November &#45 income portfolio, growth portfolio, balanced portfolio, UK equity income and UK growth. It […]

Sesame picked to support Blue Pearl advisers

Sesame Direct has been appointed to provide support services to the 800 mortgage and protection advisers of net-work Blue Pearl UK ahead of its move towards FSA authorisation. Blue Pearl, established in 1999, says it chose Sesame principally on the basis of its compliance team of 300 which provides face-to-face and online assistance in areas […]

Technology & Fear

By Ali Unwin, Chief Technology Officer & Manager of the Neptune Global Technology Fund Fear has always been a key ingredient for technological experimentation and adoption, and today is no different. But when and where are these fears justified? asks Ali Unwin, Chief Technology Officer and Manager of the Neptune Global Technology Fund  Click here […]

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