Blevins Franks partners with Palindrome to automate cross-border wealth advice

Used for Blevins Franks' European Client Solutions (ECS), Palindrome's technology is designed to provide workflows to "make advisers' jobs easier". These solutions will include automatic record updates, writing core suitability letters and conducting complex compliance checks across multiple European regulatory environments. The wealth firm said this aims to help reduce the administrative burden and drive efficiencies, especially in instances where a single case can have several tax regimes and sets of suitability rules in play at once. Blevins Franks launched its ECS in September,...