Platform business Wealthtime has launched an online notification centre for real-time trading updates.
The firm, formerly Novia Financial, said the new notification centre will allow advisers to see the status of any client applications that are in-flight or have completed, making it easier to keep clients updated.
Advisers have the ability to search and filter by client to see what stage the application is at. A dual screen layout allows advisers to navigate through multiple client case updates.
Eden Scrivenger, chief technology and operations officer at Wealthtime, said: “We’re focused on delivering an ongoing roadmap of enhancements to the platform to make advisers’ lives easier, freeing them up to focus on their clients.
“As well as front end improvements for advisers and their clients, we are also investing in automation and AI behind the scenes to deliver seamless servicing.”
This is the latest improvement Wealthtime has made in its drive to provide better service and more digitisation to its users. In 2023, it announced it had switched on FINIO’s back-office integration with Intelliflo to deliver accurate data directly into advisers’ back-office system and launched fund-specific illustrations to enable more relevant quotes for their clients.
