We’ve made some more changes to the platform to improve your overall experience.
Improvements to your platform: March Upgrade
We’ve made improvements to the accuracy and efficiency of a number of reports, which should enhance the experience for you and your clients.
- We’re on track to deliver your clients’ 2019 ASoCs from early April – you’ll hear more about this from us soon.
- We’ve made improvements to the:
- Client Portfolio report
- CGLR PDF report
- DFM Charges Summary report
We’ve made some improvements to our internal processes to improve speed, accuracy and efficiency.
You don't need to make any changes to how you use the platform but you should notice an improved experience for payments, rebalances, dividend processing and SIPP.
If you have any further questions or want to chat any of this through in more detail, please get in touch with your Business Development Manager. Alternatively, you can go to the "Platform Updates" section on the platform for ongoing improvements as and when they happen, as well as other important service information.