CBG Financial Services has chosen Ascentric to support its platform solution, in a bid to get ready for a post-RDR world.
The proposition will be available to customers with in excess of £100m in assets under influence.
Manchester-based CBG says the platform met its core requirements of an independent, flexible and cost effective service compatible with the core themes of RDR.
Steve Rees, managing director of CBG, says: "We have been seeking a comprehensive and cost effective platform to support our Wealth Management proposition.
"Adoption of Ascentric will help drive further efficiencies into our business, linking platform and CRM technology to smooth the transition to a post RDR world."
Richard Goodall, Ascentric sales and marketing director, says: "CBG Financial Services is a growing, dynamic firm of advisers with very high expectations of how technology can be used to power the future growth of their business.
"Of equal importance was their need to select a platform that adheres to the principles of RDR. I am therefore very pleased that we have been able to prove our value in both of these core areas, and I firmly believe that our platform technology solution will blend perfectly with the service they offer to their clients."
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