We’ve made some more changes to the platform to enhance your overall experience.
We've improved our processes to improve speed, accuracy and efficiency
- We've improved the way we record internal transfers between the same owners' accounts or between spouses. This will improve how book costs are recorded.
- You should notice an improved experience for:
- managing fees and charges
- SIPP payroll and reporting
- dealing and regulatory reporting
If you have any questions please get in touch with your Business Development Manager or email us.