The General Data Protection Regulation (GDPR) introduced last year was a significant driver for advisers to adopt new technology to help them with compliance requirements, according to Intelliflo.
The back-office software provider's Personal Financial Portal (PFP), which is available to all users and allows advisers to exchange messages with customers in a secure way, has been available since 2015....
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress