Wrap/platforms

Technology ‘core’ to improvement but takes time

The tie-up 'could potentially change the game'

Woven’s system analyses platform and back-office data

Whoever said platform selection was easy?

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