In an article for Professional Adviser, moneyinfo client, Jason Betteridge, chief executive of Sutherland Independent explores the use of technology in the adviser market and says while automation has a part to play, the benefit of technology shines through as it supports and enhances the traditional advice model.
We’ve pulled out one of the key highlights:
“One of the most welcome technological developments in advice is digital portals, making it easier for advisers to communicate securely with their customers.
Clients can view and interact with their important financial information, often in real-time, nudging them closer to their financial plans. Within such portals, clients can see how their investments are performing, obtain up-to-date account balances, and communicate with their personal financial planner quickly and directly.”
Read the full article here .
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