Insignia Financial (Insignia) s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge.
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management.
Equisoft s Accelerate Series provides life insurance and investment executives with the means to innovate and grow aninews.in - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from aninews.in Daily Mail and Mail on Sunday newspapers.