Plum Software and IFA Systems are jointly offering a service that will enable advisers' clients to view their portfolios through their adviser's websites.
Portfolio Adviser Files (PAF) enables advisers to upload data with varying frequency, and offers report generation online, with facilities to click through to details on any policy. This can be set up by IFA Systems as a specific website created for advisers, or provided in the form of a link for designers to embed in advisers’ sites. Plum Software and IFA Systems say the chief benefit of the services is the possibility of being able to offer up-to-date portfolio reports as well as savings on postage. Training advisers in uploading data takes just 15 minutes, the IT providers state, w...
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