National advisory firm Sandringham Financial Partners has agreed with Technical Connection to provide access to Techlink Professional, the online knowledge management and CPD platform, for all Sandringham partners.
Techlink will join a number of technology and information providers already brought on board for advisers; including TOMAS (The Open Market Annuity Service), Distribution Technology, Dynamic Planner – My Planner, Emoneyfacts, Mortgage Brain and Assureweb. All of these tools are available to partners of Sandringham at no extra charge, Sandringham said.
Steve Braidford, managing director of Sandringham Financial Partners, said: “The client is at the core of our proposition and we are focussed on ensuring they enjoy the best possible levels of service, support and information.
“One of the key points is that we are bringing together tried and tested systems which have already demonstrated the ability to add value to the client proposition rather than trying to re-invent the wheel.
“By providing these robust tools from recognised experts to all Sandringham partners at no extra cost we are ensuring the delivery of a consistent and professional approach as well as saving them time and effort. This is just one of the ways we are helping our partners spend more time with clients rather than on mind numbing administration.”