IFA firm Informed Choice is partnering with web development firm Codepotato to crowdsource a technology solution for IFA firms.
The project aims to bring a further five IFA firms on board in order to fund the development of Filehaven; an app which will combine a secure online document library with encrypted client messaging and a factfinding tool. Informed Choice managing director Martin Bamford said: "We identified a secure online document store, messaging and dynamic factfinding system as something that could drive a lot of efficiency savings into the business. It was fortuitous that Gareth and Codepotato had already started developing FileHaven which can be tailored to meet our requirements. "Bringing toget...
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