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Advisor Inovation logo announces new interface announces new interface

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By Killian Plastow ·
March 14 2017 announces new interface

Online MDA provider has announced plans to upgrade its user interface and middle office software to improve adviser experience.

The company said it had partnered with fintech firm CapitalRoad to implement "a new solution for its user interface and middle office requirements" to replace the existing proprietary software.

"This market-leading smart technology will transform the way advisers manage their business and communicate with their clients," said chief executive David Heather.

"It will not only deliver better management reporting and simplify the presentation of data to their clients, the technology will also drive internal efficiencies within an advisers practice. Our new mobile-capability will help build end client engagement with its easy-to-use interface."

CapitalRoad chief executive Marshall Stephen said the new interface would improve advisers' capacity.

"The gap between financial services and technology has to be seamless if advisers and clients are to maximise their decision-making abilities and reach their goals," he said.


"A modern, clean design, when combined with powerful middle and front office improvements, is a proven way to improve adviser efficiency and bolster client engagement."

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