1st plugs into part of JPMorgan Invest

clock

JPMorgan Invest is to use 1st Software's Adviser Office software product to support part of its services proposiation, says sales and marketing director Jonathan Watts-Lay.

JPMI has been launched in the past few weeks to address workplace advice needs. This will be provided through a fee-based modular business model providing generic financial education to employees. Another leg of the service will be discretionary asset management, which is where 1st fits in, Watts-Lay says. JPMI sees significant opportunity from changes to pension legislation, which is why the business has been launched with focus on employees who may be heading for retirement sooner rather than later, Watts-Lay says. Future services will allow employers to construct focused financi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Technology 'imperative' in the great wealth transfer pivot

Technology 'imperative' in the great wealth transfer pivot

‘It will help advisers become ready’

Isabel Baxter
clock 27 January 2025 • 4 min read
What to expect from AI in financial advice in 2025

What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

Nick Eatock
clock 16 January 2025 • 4 min read
Majority of IFAs have no plans to use AI in their practices

Majority of IFAs have no plans to use AI in their practices

Advisers divided on the pros and cons of AI

Isabel Baxter
clock 14 January 2025 • 2 min read