Financial consultants could save up to 2.5 hours per meeting by doing things remotely, firm claims.
Fourteen of the top 20 adviser platforms now live with electronic transfers, representing over 80 per cent of assets under administration.
New system will allow advisers and clients to get applications done more quickly and efficiently.
Proposition is a new protection quote service.
Update due to go live in July for all users of Intelligent Office.
Talks with big name platforms “beyond concept” with first launches due “very shortly”.
Analysis & Opinion
Jan 14, 2015
App now takes into account managed drawdown and full and partial drawdown options.
From Insurance| Jan 13, 2015
Insurer says new technology makes advisers’ life easier.
Jan 09, 2015
Service will be trialled with selected partners for initial six month period.
Jan 06, 2015
Survey finds 37 per cent of advisers are not aware of the regulations around financial services and social media.
Jan 05, 2015
Technology combination gives IFAs new suite of planning tools.
Dec 22, 2014
Said So will aim for 30-40 year olds, with a target of 15,000 clients by the end of 2015.
Dec 18, 2014
Percentage of cases reviewed using the remodelling and asset allocation features fell since launch.