The aim of any good wealth management adviser should be to provide a solid, structured approach to financial planning. At 2plan wealth management we understand that technology is the essential enabler and lifeline to achieving this. Testament to our commitment and success in this area is the fact that we were awarded the Money Marketing ‘Technology Adviser of the Year’ in 2010.
Our innovative advice system is designed to integrate all of the tools which an adviser needs in a straightforward, modular advice process. This is a real advantage for our advisers, as they do not have to rely upon the complicated and time consuming tasks of dealing with multiple providers and different software programs in order to carry out their work.
We believe our solution is not only the most comprehensive on offer from a network, but also provides the most regulatory-led and secure proposition to support your business for the future.
Online Fee & Commission Checking
2plan wealth management’s systems are electronically linked to product providers where we receive information such as fee and commission statements and the transfer of funds electronically. This is then matched to the e-business submissions and paid directly to your nominated bank accounts. So there is no such thing as month end cut-offs, or periodic set payment dates which can interrupt your cash flow. Now you can receive payments via your chosen remuneration method as soon as 2plan receives the funds and statements from the providers, or fees from the client
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