IFA support services group Bankhall and Capita Enabler, the independent platform provider, have teamed up to launch a new service for Bankhall members called Portavista.
Developed in response to IFA demand, the retail distribution review and the ‘treating customers fairly’ principle, Portavista will deliver an enhanced compliant sales process for more than 6,000 IFAs. At launch the platform hub, Webline, can be accessed by using Capita’s IFA desktop system, Quay Client Care Desktop and Bankhall Online. The proposition involves the strategic involvement of a number of providers including AEGON which will be launching a new pensions product on the platform. Fundsdirect will provide access to a ‘whole of market’ fund supermarket. A fully independent ‘who...
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