Platform for professionals

One leading regional wealth manager explains why platform technology is becoming key to adviser professionalism. As one of the leading financial consultancies in the South of England, the Jelf Group has always taken an active interest in seeing how it can incorporate technology to best effect across its business. Having used platform technology since 2001, the firm took the decision in 2006 to use Cofunds as one of its strategic platform partners. "We chose Cofunds as a strategic partner partly because it is independent and not owned by any single insurance company," explains Jelf's e...