Alistair Ward: Has pre-funding ever been more important?

'Reduce stress levels all round'

clock • 3 min read

The coronavirus pandemic has highlighted the importance of pre-funding on adviser platforms, writes Alistair Ward, who emphasises how it can help the adviser/client relationship

Months of market volatility has dented investor confidence. Many clients are concerned about lost time in the market and the prospect of further falls. Anything advisers can do to alleviate this for customers is key. That's why, when times are uncertain, platform features that are often overlooked, undervalued, or taken for granted suddenly become far more important. In the platform world, one feature that has grown in rank since the pandemic unravelled is the notion of pre-funding. In short, this is where a platform company will either invest or pay out a client's money before that m...

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