CBG Financial Services has chosen Ascentric to support its platform solution, in a bid to get ready for a post-RDR world.
The proposition will be available to customers with in excess of £100m in assets under influence. Manchester-based CBG says the platform met its core requirements of an independent, flexible and cost effective service compatible with the core themes of RDR. Steve Rees, managing director of CBG, says: "We have been seeking a comprehensive and cost effective platform to support our Wealth Management proposition. "Adoption of Ascentric will help drive further efficiencies into our business, linking platform and CRM technology to smooth the transition to a post RDR world." Richard ...
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