The lack of integration between back-office systems, platforms and digital tools is the greatest obstacle stopping advisers using automated and digital solutions to help them in the advice process, according to research from Origo and Platforum.
Platforum's survey, which is included in its white paper with Origo, found one-in-six (17%) advisers cited "integration between systems" as the most significant challenge to overcome, while provider processes...
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
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