Advised clients can now top-up their Automated Advice investments through the Intelligent Office Personal Finance Portal. Previously they would have had to top-up through their adviser or open a new account altogether.
Automated Advice went live last autumn and includes a tailorable advice process which incorporates attitude to risk and investment projection tools, and allows advised clients to invest in six fund providers' risk-rated portfolios through the Cofunds platform. The service offers a "complete" audit trail, the company said, so advisers can monitor client activity and configure "stop scenarios" at which clients can no longer continue the investment process. This allows advisers to intervene and offer a more tailored advice service where appropriate, it added. Executive chairman Nick Eato...
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
