Conforto Financial Management has decided to adopt a single platform approach for its clients to improve efficiency as part of an expansion drive.
The firm, which specialises in advising professional sports people and high net worth individuals, had previously used four platforms across its client base, but says it needed to simplify it arrangements to provide a better service for customers. It has selected Raymond James as its platform partner moving forward, and will use their services to drive it expansion plans. Conforto wants to expand its client base, and is also considering providing discretionary services. It believes adopting a single platform for all assets under management will help it in this process. Mike Walsh, co...
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