HBOS business Clerical Medical has launched an online resource called Workbench, which brings together a number of tools and support for financial advisers.
Available through the system are modelling tools, real-time market information with email updates on performance, product and fund information, and support services including access to technical support. The service is the latest online development at the provider, including microsites launched in association with investment fund providers, which it hopes will turn its web presence into a one-stop-shop of funds and tools. The objective of Clerical Medical Workbench is to improve advisers’ ability to review clients’ investment goals and carry out the planning process. The service can o...
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