Trustnet has announced it is launching a range of white-label online tools for the IFA market. The...
Trustnet has announced it is launching a range of white-label online tools for the IFA market. The move marks part of the group's diversification into e-business solutions within the IFA community to try and enable IFAs to provide enhanced client services online. TrustNet described its Portfolio Tool as a custom built solution for each IFA, depending on the needs of their own clients. It said the tool covers UK fund and equity investments and could include portfolio valuations, investment breakdowns and summaries, performance labels, email alerts and SMS texting. TrustNet, a pro...
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