SimplyBiz incorporates LGIM's Model Portfolio Service into its Risk Controlled investment solutions range, partnering with Defaqto to support adviser efficiency and consumer outcomes.
SimplyBiz adds LGIM's Model Portfolio Service to its Risk Controlled investment solutions range, created in partnership with Defaqto. The range supports adviser efficiency and consumer outcomes by helping advisers align investment solutions to their clients' risk profiles. This comes as the Financial Conduct Authority scrutinizes adviser adherence to the Consumer Duty, leading to increased streamlining of advice processes.
April 09, 2024
3 Articles