technology arm of hansard has taken the next step in keeping its life arms well ahead of its rivals
Hansard Information Services (HISL) is piloting a new investment feature on its intermediary internet portal, Hansard Online, with the aim of simplifying the calculations of clients' investment exposure and automating the creation of presentation packs. The new Personal Investment Review feature is designed to give advisers a thorough view of a client's investment exposure breakdown and create a marketing pack for pre- and post-sales purposes, said Paul Harwood, chief executive of HISL. The system consolidates all of a client's holdings in various funds or policies, and automatically c...
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