1st- Exchange joins with Wealthtime on adviser message service

Advisers will be able to access information on current cash balance data, unit holdings and other assets through a direct messaging service from the Wealthtime platform via the AO e-Services module. The service will also enable more providers to receive electronic updates on client data, offers client valuation reporting and removes the need for re-keying of data by advisers. David Child, managing director of 1st - The Exchange says: "With the continued growth in the number of providers now partnering with us, our advisers have access to the widest range of products and services on th...