MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

Isabel Baxter
clock • 2 min read

Financial services support provider MorganAsh has launched a client portal to give clients the information and confidence to disclose potential vulnerabilities to firms.

Financial services support provider MorganAsh has launched a client portal to give clients the information and confidence to disclose potential vulnerabilities to firms. The portal - It's Who I Am - works in tandem with the MorganAsh Resilience System (MARS) and will be provided to clients when they receive a request from firms to complete a MARS vulnerability assessment. Through MARS, each client receives an email invite to complete an online questionnaire, or the opportunity to complete the questionnaire with their adviser. In more complex cases, a MorganAsh nurse can undertake...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Willingness to pay for financial advice falls as other options open up

Willingness to pay for financial advice falls as other options open up

Perceived need for financial advice has fallen, Boring Money report finds

Isabel Baxter
clock 13 June 2025 • 2 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 12 June 2025 • 1 min read
Robo-advisers 'disrupting' self-directed client segment

Robo-advisers 'disrupting' self-directed client segment

Emotional value of advice still a ‘completely human endeavour’

Isabel Baxter
clock 12 June 2025 • 3 min read