Celtic Financial Planning founder Rob Lewis is set to launch a digital platform designed to streamline administration in advice.
The online service for IFAs, Fincate Pro, could save firms thousands of hours in administration every year when creating suitability reports and annual client reviews, Lewis said. He added that at present suitability reports can take up to several days to complete but using Fincate Pro could cut that to half an hour. "This has been a game changer for our own business," said Lewis. "We've saved time and money, improved the way we work and made it easier to keep on top of compliance. Most importantly, it's given us more human interaction with our clients and better client reporting. ...
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