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Tech-savvy advice firms continue to outperform their peers,  according to intelliflo’s eAdviser Index 

Tech-savvy advice firms continue to outperform their peers,  according to intelliflo’s eAdviser Index 

 intelliflo, the cloud-based technology platform for financial advisers, has reported the results from its latest eAdviser Index, which found advice firms maximising their use of intelliflo office were able to service more clients, attract more assets and generate more revenue than those not yet adopting the technology to its full potential.

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Investment research house Vadevalor launches manager search engine as part of UK rollout

Investment research house Vadevalor launches manager search engine as part of UK rollout

Independent global investment research company Vadevalor has launched a fund manager search engine as part of its rollout to the UK funds market. The firm has researched the many thousands of equity fund managers working in the European market and has awarded a rating to those individuals it deems to have added value over the longer term.

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Refinitiv launches platform for wealth management firms and their active trader customers

Refinitiv launches platform for wealth management firms and their active trader customers

Refinitiv has launched Refinitiv Active Investor for wealth managers and their customers. Active Investor provides advanced technology along with a fully customisable look and feel that enables wealth management firms to optimise their brand identity, while giving self-directed investors looking for a more comprehensive trading platform, the flexibility to seamlessly invest their way.    

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Phoenix American partners with Forge Trust to make it easier for IRA account holders to invest in alt assets

Phoenix American partners with Forge Trust to make it easier for IRA account holders to invest in alt assets

Phoenix American, a transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a provider of custody services for alternative investments, have announced a partnership to make it easier for IRA account holders to invest in alternative assets.