MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

Isabel Baxter
clock • 2 min read

Financial services support provider MorganAsh has launched a client portal to give clients the information and confidence to disclose potential vulnerabilities to firms.

Financial services support provider MorganAsh has launched a client portal to give clients the information and confidence to disclose potential vulnerabilities to firms. The portal - It's Who I Am - works in tandem with the MorganAsh Resilience System (MARS) and will be provided to clients when they receive a request from firms to complete a MARS vulnerability assessment. Through MARS, each client receives an email invite to complete an online questionnaire, or the opportunity to complete the questionnaire with their adviser. In more complex cases, a MorganAsh nurse can undertake...

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 Your profession

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read
News editor's view: A week of acquisitions and consolidation

News editor's view: A week of acquisitions and consolidation

The news editor's Friday Night Takeaway from 11 April

Sahar Nazir
clock 14 April 2025 • 3 min read
London pushed out of top five wealthiest cities as millionaires exit

London pushed out of top five wealthiest cities as millionaires exit

Comes as Labour cracks down on non-doms

Sahar Nazir
clock 09 April 2025 • 1 min read