Friends Provident has updated its link-up with technology solutions provider True Potential to offer advisers real-time valuations for its whole of life and endowment policies.
Advisers will be able to obtain valuations for all their clients’ unit-linked Friends Provident policies including legacy products. The move will enable them to query clients’ policies through a single...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
Fees 0.1% per annum or £20 per month
Square Mile's series of informal interviews
Percival on DB suitability
First trading loss in five years