The new fund performance tool allows you to compare up to 10 funds at a time for a selected time period. Past performance figures are provided for historic period, and the chart and the data can be exported to a simple, professional report.
The regulatory burden on advice businesses continues to grow and grow. Firms are therefore increasingly using technology to help them meet their compliance obligations.
Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats? We've created a checklist to help your due diligence, along with a whole host of cybersecurity resources.
Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021. The sophistication and frequency of scams increased dramatically through Covid making protecting clients and client data a priority for many firms.
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