Standard Life has launched new platform technology aimed at advisers in the discretionary fund management (DFM) space, Individually Managed Accounts.
Individually Managed Accounts (IMA) offers an ability to personalise client instructions and outcomes - a first in UK platform market technology, Standard Life said. IMA uses established concepts of discretionary fund management to enable advisers to run a consistent house process with their clients' investment propositions. It operates within existing platform Standard Life Wrap and eliminates the need for manual interventions around capital gains tax and tax allowances - a specific focus of the new technology. Standard Life head of platform investment proposition Jenny Davidson s...
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