We are delighted to confirm that we have just rolled out new technology, which is now fully integrated with our back office and review process. The new technology allows advisers to scan at either individual portfolio level or their entire suite of products. This will enable them to understand the asset allocation and check how it matches our defined strategic asset allocation and risk profiles.

This straightforward process has been very well received by all our advisers and firms.

Greg Probert, Director of Probert Financial, summed up the benefits -

“I just wanted to say that I think the new 2scan is excellent. It will save lots of time. Feather in 2plan’s cap, as I know other networks would love to have something like this.”

Owning and building our proprietary software via FigureOut is one of the main reasons 2plan wealth management has become one of the fastest-growing networks.

2plan wealth management - Member Meetings 2023

2plan was happy to be back on the road again throughout March for our latest series of Member Meetings.

These meetings are a great way of connecting with our growing adviser community at nine different locations across the UK - Edinburgh, Leeds, Manchester, Bristol, Birmingham, Newmarket, Chesterfield, Fareham and London.

The meetings provide 2plan with a helpful insight into the world and thoughts of our adviser community. For our advisers and firms, it provides an excellent forum to understand our proposition’s latest developments, interact with the head office team and network with colleagues and peer groups - a key ingredient in creating and releasing the 2plan spirit.

Phil Chapman sums it up nicely in a recent outtake - please click the Vimeo video link below to view.