True Potential LLP

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• Technology on the spot

  • Posted: Friday July 24th, 2009.
  • Written by: Daniel Harrison

  Many providers and technology firms claim to run fully integrated electronic systems for advisers, but is it straight through processing in its purest form?

  The impact of the Retail Distribution Review (RDR) is expected to usher in a renewed march towards technology from the financial advice sector. Plans announced by the Financial Services Authority (FSA) to treble fines for those that fall foul of its rules mean that heavier focus will fall on accurate reporting, demonstration of portfolio performance and appropriate risk management.

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