Standard Life has released details of the first programme of upgrades to its Elevate platform, which include simplifying processes for users and improving the discretionary management functionality.
The group is also looking to develop the platform's capital gains tax planning features and its cashflow modelling tool in addition to introducing ways to reduce paperwork for clients and their advisers....
‘Onboarding two firms a week’
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Complaints, disruptions and snags
Learnings from Covid-19
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’