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

Professional Adviser TV: Advisers' most asked questions

Professional Adviser TV: Advisers' most asked questions

With Clare Moffat and Sally Beresford

Professional Adviser
clock 10 October 2025 • 1 min read
IFAs see surge in client enquiries as Autumn Budget looms

IFAs see surge in client enquiries as Autumn Budget looms

Clients seeking changes ‘biggest challenge’ for more than two-thirds of advisers

Isabel Baxter
clock 10 October 2025 • 2 min read
Autumn Budget 2025: IFAs see surge in client enquiries ahead of Budget day

Autumn Budget 2025: IFAs see surge in client enquiries ahead of Budget day

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 10 October 2025 • 1 min read