Innovative adviser technology making personalisation an option for all
As client demand for more tailored investment solutions increases, personalisation is a growing trend in the technology that financial advisers are using. We’ve launched new technology on our Wrap platform that, for the first time, allows advisers to personalise investment solutions for all of their individual clients.
Standard Life has been collaborating with a number of discretionary managers to develop the new technology, called Individually Managed Accounts (IMA). Financial planners and investment managers can use IMA to create individual client solutions more efficiently, while also making it more affordable for clients.
In our video, David Tiller, Global Head of Client Technology Solutions, tells us more about what IMA offers, and how it’s helping us respond to some of the global industry trends that our Chief Executive Keith Skeoch has highlighted in recent years.