#Dst vision software

They reportedly made unsolicited offers to BSPS clients who had not yet lodged any complaints. The firms in question, Alpha Financial Services, QED Financial Associates Ltd, and Harvest Associates Ltd, were affiliated with the British Steel Adviser Group. The Financial Conduct Authority (FCA) has taken action against three companies that it accuses of attempting to evade their responsibilities under the British Steel Pension Scheme (BSPS) redress scheme. Intelliflo and SS&C Technologies assert that wealthlink offers unprecedented convenience and efficiency for advisers in managing client portfolios.

#Dst vision software

Described as a UK-first, this proposition is hailed as the most comprehensive integration to date between practice management software and an investment platform. Intelliflo has collaborated with SS&C Technologies to introduce a groundbreaking offering called ‘wealthlink,’ enabling advisers to consolidate client investment and pension plans within a single platform. Caridade-Ferreira shared her perspective with Money Marketing, emphasizing the difficulties associated with becoming a platform operator. According to Caridade-Ferreira, running a platform in-house poses significant challenges, particularly in terms of regulatory burdens. Read more below:īella Caridade-Ferreira, the CEO of platform research firm Fundscape, has expressed concerns about the viability of the adviser as platform model. Articles on the adviser platform model being doomed to fail and Intelliflo partnering with SS&C to launch ‘industry changing’ wealthlink are the top stories. Money Marketing Weekly Wrap-Up – 05 June to 09 JuneĬatch up on Money Marketing’s most popular stories this week.