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

Majority of UK wealth management sector eyes acquisitions this year

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

Isabel Baxter
clock 30 June 2025 • 3 min read
How can firms improve client engagement with wealth products?

How can firms improve client engagement with wealth products?

Consumer first focus; Simplifying prodcut information

James Wood
clock 30 June 2025 • 4 min read
Verso rejects platform incentives model, says adoption must be earned

Verso rejects platform incentives model, says adoption must be earned

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

Sahar Nazir
clock 27 June 2025 • 2 min read