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At AT8 we pride ourselves in our knowledge of the financial services industry and our thought leadership. We frequently capture the essence of this in whitepapers, newsletters and case studies. The Library section aims to catalogue these documents for easy reference.
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Recent Publications
FSA Platform Paper - CP10/29 - Our analysis
Which Platform for which customers, for which products, for which funds?
Ecommerce Matters 5
Ecommerce Matters 4
Ecommerce Matters 3
Ecommerce Matters 2
Ecommerce Matters 1
Mortgage Mutterings
AT8's Mark Loosmore regular features for Professional Adviser
This week - 21st July 2011: LifeCash
Planning and Risk Tools
Barrie & Hibbert
Distribution Technology
eValue FE
Figlo
Finantix
FinaMetrica
JCS
LifeCash
LV= and Standard Life
Moneyscope
Prestwood Professional
SelectaPension
Voyant
Platforms
How good are Attitude to Risk Questionnaires?
What powers your Platform?
7IM
AEGON
Ascentric
Aviva
Cofunds
Fidelity FundsNetwork
Hargreaves Lansdown
Novia
Nucleus
Parmenion
Raymond James
Skandia
Transact
Practice Management Systems (Front Office, Middle Office, Back Office)
Practice Managment Summary
1st - Exchange
Distribution Technology
Durell
IntelliFlo
JCS
Plum
Prestwood
Quay (Capita) CCD
Sammedia
Swift
The Key
TrigoldCrystal
True Potential
AT8 Tech Round Table
Sammedia Tech Round Table Part 1
Sammedia Tech Round Table Part 2
Sammedia Tech Round Table Video Blog
B2B Portals
Portals, inc Assureweb, Exweb, True Potential and Webline
Product Providers
AEGON
Aviva
Alico Wealth Management
AXA Elevate
Bupa
Canada Life
Friends Provident
Gaudi
Just Retirement
Legal & General
LV=
Octopus
Parmenion
Partnership
Scottish Widows
Seven Investment Management (7IM)
Zurich Financial Services
IFA / Networks Technology
IFA / Networks Summary
Introduction
2Plan Wealth Management
Castle Court Consulting
Chartwell Group
Citywide Financial Partners
Contact Insurance
Dawson Wealth Management
Honister Capital Partners
Interface
LRH Wealth Management
Moneyworkout
Prestwood
Raymond James
Sense Network
SimplyBiz
Tenet
Research tools
Capita Comparator
Defaqto Engage
Financial Express Analytics
Morningstar Adviser Workstation
OBSR Selector
Synaptic
Training & Competence tools
Training & Competence tools Summary
Competent Adviser
Focus TestMeOnline
M2SM TrackRecord
Redland
TCF Centre
WBT Systems
Wizard Learning
Worksmart
Financial Planning tools
Planning tools Summary
1st The Exchange Adviser Evolution
Alpha Terminal
Barrie & Hibbert
Distribution Technology
Focus 360°
IntelliFlo Intelligent Office
Morning Star
O&M Pensions Profiler
PlanLabs
Truth
Voyant
AT8 InfoBlogs - a quick way to review the key market propositions of the leading solution vendors operating in the Life, Pensions & Investment sectors:
1st The Exchange Software
Assureweb
Crystal Software Solutions
Distribution Technology
Exweb
Focus Solutions
IntelliFlo
N4 Solutions
Plum Software
Profida
True Potential
Webline
Press Releases
RDR Press Release - Oct 2008
Download the paper here
Portal Press Release - Sep 2008
If you would like to request an electronic copy of the report, please click here
RDR and the IT Vendors’ readiness for action
Perfect Procurement - A guide to procuring technology for Financial Services distributors
The State of UK Financial Services Distributor E-commerce
The disparate use of
e-commerce across different distribution models
Intelligent Information - Re-engineering the Mortgage Process
White Papers commissioned by our clients:
Account Opening Process Automation
Process Automation for Insurance Companies
bit10 – A story of robust, sustainable, sales growth
Beckett Investment Management Group - A new back office in 26 weeks
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