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Survey shows HNW individuals demand better digital experience from advisers

Survey shows HNW individuals demand better digital experience from advisers
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.

Tessa leeDigital services in wealth managementWhite paperWealth management

Tessa Lee premieres new single at Forth Valley Blues Festival | The Advocate

Catch the soulful tunes of singer-songwriter Tessa Lee at the Forth Valley Blues Festival. Be captivated by her indie pop, jazz, and blues-infused melodies.

Glaziers bayJethro pickettAlex morseLibby binghamTessa leeRoyal oak hotel in launceston onFamily learning centreEast devonportForth valley blues festivalForth recreationCold weather bandBrad gillies bandSurreal estate agentsPete cornelius bandBig slow beating heartNeil young esque

Seccl and moneyinfo to launch market-leading enhanced integration

Seccl and moneyinfo to launch market-leading enhanced integration
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.

David fergusonTessa leeManaging director

Seccl and Moneyinfo team up to launch client onboarding integration

Moneyinfo has teamed up with Seccl to develop a client onboarding integration, which will launch early next year. By making use of Seccl’s API capability, the new integration will allow firms to gather clients’ acceptance of suitability.

Tessa leeDavid ferguson

Seccl and Moneyinfo develop new client onboarding integration

Moneyinfo is developing a client onboarding integration with Seccl, the Octopus-owned embedded investment platform.

Tessa leeDavid fergusonOneyinfo comClient onboarding

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