Standard Life integrates portfolio analyser tool with platforms

clock

Standard Life has integrated its portfolio analyser tool with its platform propositions and made a number of enhancements to the tool on Adviserzone.

The portfolio analyser tool enhancements are live on Adviserzone and will be rolled out on both FundZone and Wrap shortly. Standard Life head of transactional platforms Ross Dunlop said: "From talking to advisers we know the one thing they need more of is time. "The enhancements and integration between Portfolio Analyser and Client View save advisers time by removing the need to re-key data while eliminating potential errors in the fund selection area. "This easy-to-use functionality will enhance the adviser and client experience and will give the adviser more time to spend with th...

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 Wrap/platforms

Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read