Wrap/platforms

'Every transfer should be compliant, transparent, and in the client's best interest'

Improved retention across the adviser channel

Enabling firms to extend advice and investment services to a broader range of clients

Headed towards a ‘record-breaking year’

One client was unable to complete £400,000 pension transfer for over two months

'It's a fundamental upgrade to the client area of the platform'

AUM and customer numbers both up 19% in the year

‘The opportunity is clear’

Move to alleviate the administrative burden for advisers using its platform

Partnership follows other recent launches