Openwork partners with IFDL and Veracity to power second platform
We’re pleased to announce that Investment Funds Direct Limited (IFDL) is to power the second platform offering we’re making available to our advisers ahead of RDR. As part of this proposition, we’ve secured an exclusive arrangement with Veracity to support Openwork advisers in their analysis of legacy business.
The new wrap is a core part of …
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RDR adviser toolkit enhanced
We’ve launched a new client bank segmentation tool and enhanced our online cash flow modeller, as part of our drive to support our advisers’ RDR transition.
The new client bank segmentation tool forms a key part of our RDR programme for advisers. It provides analysis of their client data and helps them decide on the right …
Fee-charging pilots launched
The fee-charging pilot trial will spearhead a network-wide rollout of our transition programme later in the year.
In the initial pilot, we’ll work closely with 15 advisers, ranging from large practices to sole traders. We’ll help them implement the business models, service propositions and charging structures needed to meet the demands of the RDR.
The pilot …