Our new platform user experience has been developed to allow you to find and work with your clients quickly and more easily. The new design provides a more logical and intuitive experience – saving time for both new and existing users. The new tiered structure also helps organise your business and client bank more effectively.

We’ve listened to feedback from over 100 advisers and paraplanners and our financial strength enables us to make improvements that go beyond merely making our platform RDR compliant. We intend to provide the very best platform experience for advisers.

The homepage and client management features represent the first stage of the platform’s evolution. We’re now working hard to roll out this transformation across the whole platform and we intend to keep listening to ensure anything we change makes a real difference to you and your clients.

To support you with the transition we’ve created support material, including interactive user guides to help you get started on the platform and find your way from old to new (see left of page).