Industry news and views from Panacea and our partners.
Technology_
Communicating with clients using end-to-end encryption white paper
This MyDocSafe paper explains why encryption of client communication is the new standard for professional services firms and how those firms can use that technology to minimise reputational, compliance and cyber risks related to personal data breaches and identity theft.
Defaqto: Suitability reports
Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.
Defaqto: Investment bond service review 2019
Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers.
Panacea is delighted to introduce MyDocSafe
MyDocSafe is a UK-based provider of a sophisticated portal platform, ideal for IFAs. From electronic signatures, client onboarding, through secure document sharing, form filling, and even chat, MyDocSafe helps automate and secure critical document exchange and approval processes and help IFAs comply with GDPR.
Defaqto: Helping adviser firms face compliance challenges head on
Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.
Scottish Mortgage Invest in Progress
Scottish Mortgage is the UKs largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk.
Scottish Mortgage Invest in Progress
Scottish Mortgage is the UKs largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk.
Beyond Encryption: Register to start your 14 day FREE OF CHARGE trial
As you are no doubt aware, sending sensitive, personal data by normal email leaves you open to cyber-crime and may contravene legislation.
Defaqto has launched a new critical illness cover comparison tool
Defaqto has launched its critical illness cover comparison tool, CIC Compare. A new module in Engage, Defaqtos end-to-end financial planning solution, it is an easy to use tool that helps advisers compare new and historical critical illness policies in under five minutes on a whole of market basis, including white labels and direct products.
Hackers are free people
Just like artists, who wake up in the morning in a good mood and then start painting
Royal London: Weve improved your online dashboard
Weve introduced some new features to our online journey so you can see where your applications are in the process.
Legg Mason: Is semiconductor growth over? Think again
Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.
Defaqto: Building a multi-asset solution - how hard it can be?
Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.
Defaqto: What is behind the evolution of managed portfolio services?
The evolution of MPS has been somewhat rapid, particularly over the past few years.
Defaqto: Risk tools are they all that?
There is an unprecedented amount of column inches being written about matching a clients attitude to risk and capacity for loss to an appropriate investment risk rating. The more that is written, the easier it is to forget what you are trying to achieve in the first place and there seems to be plenty of negative opinion on just about every solution.
Defaqto: Fintech is the future - along with traditional advice
There may be some readers who have been around long enough to remember the tech bubble of the late 1990s.
Defaqto: Suitability report templates now available in Engage Core
Defaqto has worked in collaboration with Eversheds Sutherland to enable and facilitate suitability reports templates in Engage Core to provide a fully integrated end-to-end financial planning tool to advisers.
New Dynamic Planner and Intelligent Office Integration is Live
The new Dynamic Planner iO integration provides you with a seamless journey, removing manual exporting and importing steps from the process. It is available now in the iO store.
Dynamic Planner: Enrich your Fund Research with Improved Fund Performance Charting
The new fund performance tool allows you to compare up to 10 funds at a time for a selected time period. Past performance figures are provided for historic period, and the chart and the data can be exported to a simple, professional report.
Dynamic Planner: First Annual Conference in Manchester Wows Audience
Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals.
Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements
Dynamic Planner, the UKís preferred digital risk profiling and asset allocation-led investment service announces a three year, £5m technology investment into the next generation of Dynamic Planner.
Defaqto: Key ingredients of suitable advice
Delivering suitable advice doesnt stop with risk profiling your client. Interestingly, the Financial Conduct Authority (FCA) doesnt recommend a specific process or tools that firms should use, but firms must take reasonable steps to ensure a recommendation is suitable for their client¹. Whats more, in the very same document, the FCA states that all firms, regardless of size or type, can carry out good research and due diligence.
Royal London comments on the one-year anniversary of open banking
Commenting on the one-year anniversary of Open Banking, which fell on Sunday January 13, Becky OConnor, personal finance specialist at Royal London, says:
Defaqto Engage Core and Intelligent Office integration
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.
Defaqto Engage Core and Intelligent Office integration
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.
Exclusive, Panacea brings to you a unique Secure Email by Mailock from Beyond Encryption
Secure Communications. Your Customers Expect It. Your Regulator Demands It. Your Reputation Depends On It. Email is the most popular form of electronic communication, but it is not secure. Sending sensitive personal data by normal email leaves you susceptible to cyber-crime and in turn may contravene legislation.
Baillie Gifford: Brave New Worlds
Talking to companies on the frontiers of science and manufacturing not yet on the radar of many investors is essential to a long-term investment view, says Kirsty Gibson. Read this and more in the latest issue of Enlightenment, the fund magazine from Baillie Gifford.
Baillie Gifford: Brave New Worlds
Talking to companies on the frontiers of science and manufacturing not yet on the radar of many investors is essential to a long-term investment view, says Kirsty Gibson. Read this and more in the latest issue of Enlightenment, the fund magazine from Baillie Gifford.