The new Aegon platform will be "clean and simple" in order to prevent shocking Cofunds users when they are first transferred, according to software provider Dunstan Thomas, which is responsible for creating and managing the provider's new front-end portal. Tom Ellis finds out more
The new platform on GBST Composer technology, which Cofunds users are set to be moved onto over the first May bank holiday, will be accessed through the customised user portal made by Dunstan Thomas. ...
To 'future-proof advice firms'
Latest news and analysis
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left