ClearView upgrades WealthSolutions platform

The firm said in a statement that changes to the WealthSolutions platform were driven by adviser feedback. Advisers and their clients now have access to annuities for retirement and investment planning.

“One of the biggest benefits we can deliver to advisers is to assist with efficiencies in their office, while ensuring they have access to all the relevant financial tools to meet their clients’ needs,” Simon Swanson, managing director at ClearView, said.

“We are pleased to be able to offer convenient access to guaranteed income stream solutions.”

The launch of the annuities follows WealthSolutions’ upgrade to its popular implemented model solutions, with the addition of separately managed accounts (SMAs) to its investment platform in October 2015.

ClearView upgrades WealthSolutions platform

Reporter

Last Updated: 23 March 2020 Published: 11 July 2016