Asgard raises the bar
Wayne Wilson
Asgard Wealth Solutions has adopted external platform interface (EPI) standards so financial planners will be able to automatically export customer data directly to their desktops.
Commenting on the improvement of the firm’s eWRAP Elements and Master Trust products, Asgard general manager of distribution Wayne Wilson said financial planning software is an integral part of an adviser’s business process.
“Automating the data feeds saves them time and eliminates the error that can result from manually downloading information into their chosen financial planning software,” he said.
The EPI standards are a common protocol for the transfer of information from platforms to front-end software that eliminates the need for data to be re-keyed between systems, improving efficiency.
Recommended for you
Equity offerings should be “seriously considered” by advice firms if they want to attract experienced advisers with the option viewed as a major differentiator for candidates seeking their next role.
DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operational capabilities.
The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years.
Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,
