Adviser communications and services platform Adviser Home has teamed up with automated investment provider Munnypot to offer an automated advice service to advisers.
The service is aimed at helping advisers expand their reach and create an outsourced solution for existing clients who may not need face-to-face services. Munnypot would take on full regulatory responsibility for the service, they added. Munnypot, created by former financial advisers, offers a range of automated services including goal-based investment advice, risk assessment, suitability letters, a variety of investment accounts and an ongoing review of investment performance against client goals. Adviser Home director John Enos said the firms were already in talks with some "large"...
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