Comentis signs up 500 advisers to client vulnerability tool

Client vulnerability assessment is a key part of compliance process

Jenna Brown
clock • 1 min read

Clinical reg tech provider Comentis has linked up with In Partnership to give the financial and mortgage network’s 500 advisers access to its financial vulnerability assessment tool.

Use of the tool will form part of In Partnership's advisers ‘know your customer' compliance process. Comentis explained the tool is aligned with the Financial Conduct Authority's (FCA) four drivers of vulnerability and allows advisers to identify client characteristics efficiently with a clear audit trail. It also brings consistency across the vulnerability assessment process, the business said. Comentis chief executive and co-founder Jonathan Barrett said: "Vulnerability is high on the regulatory agenda right now, and rightly so. With Consumer Duty upon us, it's more important than e...

To continue reading this article...

Join Professional Adviser

  • 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.



Already a Professional Adviser member?


More on Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Fintel urges advisers to look at new areas of growth as ‘world is changing’

Sahar Nazir
clock 19 September 2023 • 2 min read
Nick Eatock is chief executive at Intelliflo

IFAs must embrace technology to focus on the value of advice

Tech playing 'increasingly important role' in financial advice process

Nick Eatock
clock 06 September 2023 • 3 min read
Paraplanners demand technology upgrades and 'better integration'

Paraplanners demand technology upgrades and 'better integration'

Majority believe the technology they use could be upgraded

Sahar Nazir
clock 05 September 2023 • 2 min read