Centrepoint unveils new client interface
Centrepoint Alliance has developed configured and branded client interface, Compass Online, as it looks to evolve its Compass advice technology platform.
The interface, developed by the firm's advice technology team in consultation with advisers, used technology available through XPlan.
Centrepoint head of advice services, Paul Cullen, said that the newly-launched in-house configured client interface had to take into account that clients usually accessed information online and in their own time.
"Advice firms are struggling to invest sufficient resources to provide clients and staff with a modern digital experience."
"For advisers, the new online interface allows them to provide information to their clients without all the security issues associated with emailing sensitive documentation. It eliminates the need to send paper-based reports, and it also facilitates clients being able to update their information online," he said.
AUTHOR
Hope William-Smith
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