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Saranac Partners’ implementation of the IRESS digital wealth management solution has brought its vision to life, to offer clients a highly flexible, sophisticated and transparent view of their investments. The new solution now means clients have access to an intuitive, personalised experience when logging into their digital portal where they can immediately see a high-level investment performance overview along side tailored insight and news.
For the advisers it has streamlined the data capture process with a system that tailors itself to the clients’ service proposition. Every tool within the solution automatically populates from this central CRM data, so administration is kept to an absolute minimum and the client experience is optimised through every service channel.
Andrew Catterall, COO Saranac Partners said: “We are delighted to make the shortlist with IRESS. The nominations recognise the work of the combined team to create a sophisticated solution which assists our advisers and elevates our clients’ experience – both through the elegance of the app and the time given back to the adviser.”
Please read the full article https://www.iress.com/uk/resources/news-resources/wealthbriefing-awards-shortlist-announced