Asgard raises the bar
Wayne Wilson
Asgard Wealth Solutions has adopted external platform interface (EPI) standards so financial planners will be able to automatically export customer data directly to their desktops.
Commenting on the improvement of the firm’s eWRAP Elements and Master Trust products, Asgard general manager of distribution Wayne Wilson said financial planning software is an integral part of an adviser’s business process.
“Automating the data feeds saves them time and eliminates the error that can result from manually downloading information into their chosen financial planning software,” he said.
The EPI standards are a common protocol for the transfer of information from platforms to front-end software that eliminates the need for data to be re-keyed between systems, improving efficiency.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
