Rathbones launches online valuations for IFAs

Designed to offer wrap-type functionality, the system groups all an IFA’s clients, so valuations are easily accessible in one place. It also displays the valuations on a consolidated basis, or by a client’s individual account, for example: SIPP, trust, offshore bond and ISAs. Emily Morris, marketing director at Rathbones, says the system was built with IFAs in mind, although individuals can also access their own portfolio. “Some IFAs are beginning to build significant business with us and want to review accounts simply and easily,” she says. The service is also being used by som...