Accountants adviser network, Count Financial, says it has solved one of the challenges faced by converged accounting and advice businesses as it launches a series of back-end integrations focused on efficiencies for advisers and delivering a better client experience.
The company says in a statement that the new integrations – across platforms including My Prosperity, AstuteWheel, Padua Sorrento, Moneysoft and Iress – “… are focused on removing the double handling of data for the adviser and creating a better digital experience for the client”.
Read the full article at Risk Info.
