Centrepoint partners with Moneysoft on platform
Centrepoint Alliance has partnered with technology provider Moneysoft to deliver what the two firms are describing as a full-service money management and cash flow platform.
Announcing the relationship this week, the two firms said the arrangement would strengthen the adviser-client relationship and give advisers a deeper understanding of their client’s financial situation.
Confirming the move this week, Centrepoint head of technology delivery and architecture, Eoin McDonnnell said the firm had reviewed the major cashflow solution tools in the marketplace, and believed Moneysoft was the solution most likely to meet the needs of its adviser community.
“It allows both clients and advisers to understand and better manage how their everyday cashflow affects their long-term planning and funding requirements,” McDonnell said.
“Advisers can use these cashflow tools in a number of ways depending on their client value proposition and their clients’ needs. They can be incorporated into their existing advice offering or provided as an additional ongoing service,” he said.
“Some clients may appreciate and actively use the tool to better monitor and manage their cashflow and expenditure while others will appreciate a regular detailed review with their adviser.”
Moneysoft head of technology and commercial operations, Jon Shaw said the solution aimed to support and strengthen the existing advice proposition across Centrepoint’s entire community.
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