Seccl and Moneyinfo develop new client onboarding integration

To provide advisers with ‘market-leading level’ onboarding efficiency

Isabel Baxter
clock • 2 min read

Moneyinfo is developing a client onboarding integration with Seccl, the Octopus-owned embedded investment platform.

Launching early next year, the integration is designed to provide advisers with a "market-leading level of onboarding efficiency, while delivering clients a streamlined and intuitive experience that's accessible on any device and under their advisers' brand". The new onboarding integration will allow firms to gather clients' acceptance of suitability, as well as their acceptance of platform and wrapper terms and conditions all at once. Once accepted, it will also allow Moneyinfo to automate the creation of the client accounts and associated products and wrappers on Seccl-powered platf...

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