The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser regulatory technology software.
The feature includes templated justifications for switching platforms, offering advisers a structured framework to support their recommendations. These templates can be adapted or overridden. Analyser enables advisers to generate reports at firm level or for specific clients. Another addition to the platform is a ‘Provider Introduction' feature, allowing advisers to directly contact providers they have shortlisted based on their research. With increasing asset transfers between platforms as the sector evolves, the consultancy said advisers face greater scrutiny under the Financial Con...
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