Justin Cash, writing for Money Marketing has highlighted the launch by Microsoft of new money management tools in Excel calling it a brave new world for a technology company.

“The client experience simply wasn’t strong enough and it made me nervous putting my brand on it.” Here’s a view from an adviser firm just like yours.

Our aim is to help advisers, wealth managers and DFMs deliver a better client experience. A huge sweet spot is our ability to automate what has previously been sent by post or insecurely via email.

Do you work with your current clients to create an ‘In Case of Emergency’ (ICE) folder? This should store everything of relevance, like relevant paperwork for insurances, property deeds, and more.

Asking clients if they want online access to their portfolios will result in an indifferent response. Here's a questions template on how to improve the way they currently manage financial information.

In a new white paper on intergenerational advice, which we’d urge every adviser to read, Brooks Macdonald have analysed HNW inheritance potential over just the next ten years.

If you’ve introduced a portal to let your clients check their investments, after a couple of months, they’ll have forgotten their login details. So why bother asking if they want a portal? Here’s why.

A number of discretionary fund managers have signed up to an app-based portal that extracts data from a manager’s system daily and brings all a client’s financial information together in one place.

It’s a good idea to tackle that long overdue task of cleaning up the data in your back office/CRM database. There is a simple rule when it comes to data and that is if it’s measured, it’s managed.

The success of your client portal will depend on how intuitive the experience is in practice. Therefore it is important to ask potential client portal suppliers the following questions.