This combination of tools will enable advisers to monitor their client holdings by accessing daily automated valuations of all assets held with Thesis, with no extra cost for financial advisers.
Valuations will appear within the adviser’s client records on Adviser Office and will be automatically updated each morning to show the latest price. The new product is currently being piloted and will be launched globally in August.
Lawrence Cook, director of business development for Thesis, said: “Allowing those who use Avelo Adviser Office to access their clients’ assets held with Thesis facilitates advisers in offering high-quality and cost-effective advice to their clients.”
Aj Somal, Aurora Financial Planning, Birmingham
“This makes practical sense, particularly in this competitive environment. This would enable firms to run a more efficient and cost-effective service in providing ongoing client support. The fact that it offers valuations on the go is essential, as more people are accessing the internet via mobile devices rather than on traditional desk-based PCs. I believe we will be seeing a number of these offerings coming to the market post-RDR, as the pressures to become more efficient and reduce costs for adviser firms increase.”