Third Financial, part of the Nucleus group, has launched a portal targeted at large advice firms and consolidators who want to launch an adviser as a platform service.
It aims to provide an "automated platform that will transform the way advisers and their admin teams manage their clients". The portal's features include: • Access to dashboards that visualise data across the business at a variety of different levels. • A full client onboarding journey that covers general investment accounts, ISAs, Junior ISAs, self-invested personal pensions and offshore bonds that supports multiple mandates in single wrappers. • An optional two-way integration with Intelliflo Office for client onboarding, valuations and fees. • Workflows such as rebalancing...
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