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...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
