GBST has upgraded its Salesforce-based WealthConnect practice management system to “enhance adviser efficiencies and client outcome”. WealthConnect provides complete client lifecycle management, including initial prospecting and onboarding.
All roads lead to data - Moneyhub gives full support to 'game changing' FCA Advice Guidance Boundary Review proposals ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.
FCA to give firms the confidence to offer Simplified Advice actuarialpost.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from actuarialpost.co.uk Daily Mail and Mail on Sunday newspapers.