MorganAsh introduces customer support tracking to vulnerability platform

Recording suggested next steps

Jaskeet Briah
clock • 2 min read

MorganAsh has made upgrades and added new functionality to its customer vulnerability management platform, the MorganAsh Resilience System (MARS).

The new functionality enables firms to be able to record how and when suggested next steps and support, such as treatments or pathways, are recommended to clients, alongside client reactions and whether they take up these recommendations. This includes being able to record if support is pending, partially completed or not implemented, as well as whether support is incorrect, not required or declined by customers. Firms will also be able to add notes for all progress and against all suggested next steps, and a record is available for audit purposes so firms can report on which support ...

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

News editor's view: What I've learnt from ambitious young women in advice

News editor's view: What I've learnt from ambitious young women in advice

To mark International Women’s Day this year, I wanted to shine a light on the young female talent out there in the advice profession.

Isabel Baxter
clock 06 March 2026 • 4 min read
Give to Gain: Why lifting women lifts the entire financial sector

Give to Gain: Why lifting women lifts the entire financial sector

Sharing time, knowledge and opportunity creates meaningful change

Steph Willcox
clock 06 March 2026 • 4 min read
Acting on, not just celebrating International Women's Day

Acting on, not just celebrating International Women's Day

'At my firm, we are walking the talk through a number of practical initiatives'

Fiona Oliver
clock 06 March 2026 • 4 min read