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Find a platform that is suitable for you and your customers as it gives advisors good tools and ways of engagement.
For newer IFAs, it is a good value for money and allows them to scale up the business. Service improves as well as data management.
With engagement tools, clients can be updated of their portfolio performance, merge assets under one name and keep track of assets under different family members in the same consolidated sheet.
For clients, there is no lapse in communication as the mobile app allows them to check portfolio and value when they want. Advisors can also engage with clients with content by sending out mass mailers or SMS.
