‘Some are causing issues for advisers trying to do the best for their clients’
Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’
'Digital laggards might well find it hits their bottom line'
Firm partners with tech provider to try and speed up adviser efficiency
Tech solutions will play key part in addressing issues
Partnership to help providers build and integrate connected tech platforms
Advice firms need their admin processes to be as efficient as possible
‘The need for encrypted email security is growing all the time’
Strategic automation of transfer journey planned
The Lang Cat finds letters of authority are taking six months