IFA firm Ascot Lloyd has partnered with SS&C Technologies to launch its own adviser platform.
The advice business today (9 March) said the platform would look to deliver competitive pricing alongside both "client and adviser-centric functionality". Investment director Steven Lloyd said the launch of the platform was "firmly part of Ascot Lloyd's ongoing digitalisation strategy". "Combining our in-house service team with SS&C's technological infrastructure will provide clients with a paperless solution by default, fit for the time," he added. For advisers, the platform will allow for a range of investment solutions to be managed via a portal, while a communication channel wi...
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