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

Ex-City minister Tulip Siddiq handed two years in prison at corruption trial in Bangladesh - reports

Ex-City minister Tulip Siddiq handed two years in prison at corruption trial in Bangladesh - reports

The former minister resigned in January 2025

Cristian Angeloni
clock 01 December 2025 • 2 min read
Advisers condemn OBR Budget leak

Advisers condemn OBR Budget leak

Leak the only ‘genuine shock’ of the day

Sahar Nazir
clock 01 December 2025 • 4 min read
Phillip Wickenden: The new cash divide and why it matters now

Phillip Wickenden: The new cash divide and why it matters now

'This is inertia on a vast scale'

Phillip Wickenden
clock 01 December 2025 • 6 min read