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Webline to provide real-time quotation system to PTFS

Webline, part of the Capita Group, has been chosen by Personal Touch Financial Services to provide a real-time quotation and new business fulfillment capability to over 2,000 advisers within its AR network and DA distribution model.

The service, which went live this week, uses Weblines open-architecture data feeds to tightly integrate with FSToolbox, PTFS point of sale, backoffice and compliance audit suite.

Martin Wilson at Personal Touch, says: Linking the two preeminent financial service systems FSToolbox, provided by FSOffice, and now Webline, shows Personal Touchs commitment to empowering its membership with unique capabilities, thereby helping advisers improve customer service and efficiency.

The tight nature of this integration means that our users need not learn how to use yet another system and gives them the means to reap the rewards of electronic business without the pain normally associated, a key part of our pledge.

The agreement with Webline is testament to our dedication to the continued improvement of the business and the proficient use of technology for our advisers.

Paul Holland, chairman at Webline, says: We are thrilled to have been selected by PTFS, one of the largest financial service networks in the UK, to provide such a core part of its operation and are really looking forward to building a long term relationship with such a like minded organisation.

This has been a time of really dynamic development and marks an exciting and positive time for both our companies.

We believe that others will choose to move from the disparate user interface approach to this simple, unified model, using our technology to the benefit of their users. Webline behind the scenes


Sense and bravery – I love Sue Clarke

This week I’d like to salute Sue Clarke, head of marketing at edeus – the mortgage lender created by former HBOS duo Michael Bolton and Alan Cleary – for her rip-roaring response to criticism of its advertising campaign.

TMO appoints account manager

The Mortgage Operation has appointed Darren Mitchell as key account manager for London and the South-East. Mitchell brings with him over 10 years’ experience in the mortgage industry. He started as a mortgage adviser then became a BDM with GMAC-RFC and most recently worked at Platform.

CML admits it doesn’t have niche data

The Council of Mortgage Lenders has admitted it does not have data on niche markets including self-cert and sub-prime, following its prediction that repossessions will rise 46% in 2006. Last week executive committee papers written by Sue Anderson, head of external relations at the CML, and Jim Cunningham, senior economist at the CML, were leaked […]

The Mortgage Mole

Super BowlThe Mortgage Strategy crew went bowling last week courtesy of Home of Choice. After Strategy’s recent triumph in the alleys against BM Solutions, expectations were high but sadly, ace hack Rebecca took things a little too seriously. Never the most coordinated of individuals she hurled the ball as hard as she could, forgetting to […]

Unfinished business?

Pension specialist Fiona Tait gives an update on three big announcements from the 2016 Budget – Pensions Advice Allowance (PAA), the Lifetime ISA (LISA) and the pension dashboard. £500 Pensions Advice Allowance What’s new Under current rules it is possible to deduct an adviser charge from a defined contribution pension fund to pay for financial […]


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