Platforms
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
Best Practice | 29 Sep 23
How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums