Platform for professionals

clock

One leading regional wealth manager explains why platform technology is becoming key to adviser professionalism. As one of the leading financial consultancies in the South of England, the Jelf Group has always taken an active interest in seeing how it can incorporate technology to best effect across its business. Having used platform technology since 2001, the firm took the decision in 2006 to use Cofunds as one of its strategic platform partners. "We chose Cofunds as a strategic partner partly because it is independent and not owned by any single insurance company," explains Jelf's e...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Robo advice market predicted to hit £4.6trn in the next four years

Robo advice market predicted to hit £4.6trn in the next four years

Survey says ‘robo advice is gaining momentum and doing so at speed’

Hope William-Smith
clock 10 July 2023 • 1 min read
ChatGPT means each firm could only need one human adviser

ChatGPT means each firm could only need one human adviser

‘It is in advisers’ own interests to embrace, rather than fight the tide’

Hope William-Smith
clock 15 June 2023 • 1 min read
Artificial intelligence a disruption not a threat to advisers' jobs

Artificial intelligence a disruption not a threat to advisers' jobs

The future of advice: Artificial intelligence is ‘disrupting technology’

Sahar Nazir
clock 19 May 2023 • 1 min read