Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.
Integrafin, the parent company of adviser platform Transact, has reported record funds under direction on the platform of £64.1bn for the three months to the end of September.
Adviser platform Transact has linked with fintech provider Moneyinfo to offer what it calls a new approach to document delivery.
Over half (54%) of advisers say that current cash interest rates on platforms have helped them attract new clients, according to new research.
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