View more on these topics

The Mortgage Company opts for Dashboard

The Mortgage Company has announced it is to use software from Dashboard, a subsidiary of Trigold, for their client management system.

Dashboard, a web based software company was acquired by Trigold in December 2006. The company claims to have powerful workflow and case management functionality and covers the advisory, application and processing life cycle.

The software includes reporting, case tracking and commission reconciliation as well as CRM capabilities.

The Mortgage Company director Laura Lamb says: “After researching the options available, we chose Dashboard for its ability to deliver a mortgage software package that could help us grow our business. It’s been a welcome change to find a flexible product which can be adapted to suit our own individual procedures easily.”

Recommended

City Assurance sets up white-label wrap deal

City Assurance is offeringa white-label wrap service through Seven Investment Management’s Tethys platform.The Surrey-based adviser says the launch comes after two years of research and due diligence.It says it is now concen-trating on offering finan-cial advice to clients on a transparent fee basis.City Assurance private clients director Philip Warren says the firm was “fed up […]

Vince Cable demands assurances that Rock sale is in public interest

Liberal Democrat Shadow Chancellor Vince Cable has written to Alistair Darling urging him to ensure taxpayers’ money would be safeguarded if Northern Rock was sold to Virgin.He demanded assurances that any new owner would be UK-based and would guarantee against the bank’s best assets.Cable says: “The Chancellor continues to hint that a deal with the […]

Annuity rate rises offering value for investors

The improvement in annuity rates seen last year should continue to benefit pensioners this year, says Annuity Direct managing director Stuart Bayliss.Annuity rates increased by up to 6 per cent last year and a market review by Investment Life & Pensions Moneyfacts shows that although rates have fallen marginally over recent weeks, they still stand […]

Tories call for Darling to be sacked

Conservative leader David Cameron has called for Alistair Darling to be sacked after his handling of the Northern Rock disaster and decision to nationalise the stricken bank.

The Great British Break-Off

Despite predictions that a vote to leave the European Union would result in an economic apocalypse, UK equities have shown the market equivalent of a stiff upper lip: bouncing back, keeping calm, and carrying on. Although the road towards Brexit remains clouded in uncertainty, UK equities offer a range of opportunities to investors seeking returns […]

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