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

Which Platform for which customers, for which products, for which funds?


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 - 29th July 2010: Sammedia Tech Round Table (Part 1)
See the short video blog: here

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

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