Wrap/platforms

Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

‘There will be potential platform consolidation’

Driven by higher adviser client retention and expanding direct wealth channel

‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’

Blocking out the noise and focusing on delivery

Admits adviser communication on Elevate has been lacking

Shortlists will be published in early July

Platform’s flows doubled during the 12 months to 31 December

Identifying a platform with staying power