Wrap platform Ascentric has teamed up with the former managing director and joint founder of 1st Software to provide an independent business process review to IFA firms.
The partnership will see Mik Cons spending a day with Ascentric clients and prospects to undertake a Technology and Process review. The objective of the review will be to get a clear understanding of the day to day processes that underpin an adviser business and to explore how firms can achieve efficiencies by aligning wrap and back office technologies. "Our aim is to work closely with our advisers to really understand the challenges facing them in their business and to explore how technology can help them spend more time with their clients and maintain a profitable business model," say...
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