When we migrate advisers we will move all existing users over to our new platform technology, giving them access to clients and functionality that will ensure your business can continue to operate as normal.
We may need to make some changes to how your businesses access is structured in the run up to migration, to ensure continuity and a smooth transition to the new technology platform. Where this is the case you will receive further communications from us in due course.
We have introduced some additional ‘user roles’, so that the information being accessed by each user is appropriate to their role within your firm.
For financial advisers only