Openwork rolls out client bank segmentation tool

The tool will provide advisers with an analysis of their client data and help them to decide on the right business model and proposition, as well as enabling them to integrate and download client data from as far back as 2006. The network has also enhanced its online cash flow modeller with the addition of existing 'soft' income streams. It says this will help advisers understand the impact on their cash flow of moving legacy assets onto a platform, while enabling them to more effectively model inflows. Phil Mogford, programme director at Openwork, said: "These latest enhancements to ...