Third Financial launches portal for large advice firms and consolidators

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...