Exclusive: Wealth management platform Orderist has launched, with cited aims including to help advisers improve client retention, reduce administration and build relationships with the next generation.
The platform creates a centralised record of clients' financial assets, investments, pensions and other holdings, aiming to simplify onboarding, support ongoing reviews and reduce reliance on outdated fact-finds and spreadsheets. Orderist scans connected email accounts and personal cloud storage to identify financial accounts, investments, pensions and supporting documents. Open banking provides information directly from connected bank accounts, while the platform can also identify insurance policies, property records and other assets. Clients review and confirm information before it ...
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