Plum Software Adds eValuation and eCommission Links With Scottish Life, Scottish Widows, Praemium, 7im and Succession Advisory Services
Mar 14, 2012
IFA and mortgage broker software provider Plum Software has added eValuation and eCommission links to a further five providers – Scottish Life, Scottish Widows, Praemium, 7IM and Succession Advisory Services. With another two companies in the pipeline that will bring the total number of companies and platforms Plum now integrates with in this way to over 30.
Feb 22, 2012
Advisers using Plum Software’s interface can now import portfolios into FE Analytics
Nov 15, 2011
Retirement specialist LV= today announced that it is upgrading its online valuations service. IFAs can now offer clients instant electronic valuations of all LV= pensions arrangements – including self invested assets.
Oct 17, 2011
Plum Software - the provider of IFA and mortgage broker software - today announces that it is participating in a nationwide series of roadshows for financial advisers with adviserwise.com on the theme of ‘tools and technology to help advisers embrace the RDR’.
Plum Software - the provider of IFA and mortgage broker software company, today announces that it is proud to be sponsoring the UOLO (U Only Live Once) IFA Golf Tour 2011. The tour comprises of six events over six different venues up and down the country with the top twelve qualifiers winning an all-expenses paid trip to the luxurious Aphrodite Hills Resort in Cyprus.
Plum Software - the provider of IFA and mortgage broker software today announces that it has integrated its back office software with Standard Life Wrap, the online investment platform. Advisers using Standard Life Wrap can now obtain bulk valuations directly via their Plum Client Management Software.
AXA Wealth’s wrap platform, Elevate, has expanded its integrations with back-office software providers to include Plum Software. Advisers using AXA Elevate can now obtain bulk valuations and commission data directly via their Plum Client Management Software.
Plum Software - the provider of IFA and mortgage broker software today announces that it has integrated its back office software with Parmenion, the platform for discretionary management. Parmenion users can now obtain valuations directly into their Plum client management software.
Plum Software - the provider of IFA and mortgage broker software - is urging advisers to think long and hard before switching to cloud computing as a model for running the back office.
Aug 21, 2009
Plum Software has partnered with identity management specialists GB Group to launch an electronic identity checking service to help IFAs avoid breaching FSA regulations