Technology is becoming more and more integral to IFAs' working life. In response to this, portals have begun to widen their remits. Kirstie Redford reports
In the last few years, the world of portals has experienced some dramatic changes, fuelled by what seems to be unstoppable growth. Many intermediaries will remember when the Exchange was the only kid on the block. However, now that Assureweb and Webline have appeared, there are three major portals vying for advisers' loyalty. There is no doubt that portals currently play an important role in the day-to-day business of many advisers. The tighter regulatory environment that advisers are now working in has brought with it new pressures on time and cost, making the efficiencies of portals see...
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