Platforms
Digital Magazine | 17 Oct 23
Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
Quilter launches app hub within platform
Allows advisers to access real-time data and streamline processes
Fundment offers advisers climate philanthropy tool
Through partnership with the Global Returns Project
Platform One rolls out new software to advice firms in Middle East and Asia
To help eliminate spreadsheets and avoid human error
Quilter increases withdrawal amount on platform as part of upgrades
As well as giving advisers the ability to co-brand