Some advisers are getting nowhere near what they expect from their chosen platforms. Variations of ‘I just want something that works’ are not uncommon, alongside complaints about being unable to speak to someone over the phone, unreasonable delays and an over-reliance on manual processes in the digital age.
Adviser platform Fundment has launched an integration with cashflow tool CashCalc, in a bid help advisers save time while reducing the risk of errors through re-keying, it said.
Good morning and welcome to your Morning Briefing for Tuesday 7 June, 2022. To get this in your inbox every morning click here. No phoenixing from CMCs The Financial Conduct Authority wants to abolish phoenixing from claims management companies (CMCs) within two years. The target is in a policy statement to be