Johann Koch ,

Chief Sales Officer , UK & Australia

Managing multiple platforms and legacy systems can be a real headache for advice firms . According to our adviser research , on average , firms spend the equivalent of a month every year simply implementing plans on different systems . Rekeying data not only wastes time , it also increases the risk of mistakes . We found that the ‘ swivel chair ’ effect of constantly logging in and out of various parts of the advice journey , results in errors occurring in 20 % of client onboarding processes .

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