AT8's Mark Loosmore continues his practice management reviews. This week he takes a closer look at Sammedia's client portal, Moneyinfo
A client portal is in effect a window on the back-office system, enabling the clients to access their data to view it and in some cases to amend it. When executed well the client portal also becomes...
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)
Adviser of the Year - South East
Fidelity Multi Asset CIO's outlook