Non-bank platform OneVue has announced that it has signed a five-year extension agreement with one of its major clients, Madison Group’s WealthPortal.
WealthPortal’s managing director Mark Perry commented on this update, saying, “We are pleased to continue our long-standing partnership with WealthPortal and the Madison Group.
“We have a depth of industry-leading platform improvements, often initiated by our users, and we want to drive forward this agenda over the next few years with OneVue as our partner of choice.”
OneVue Group managing director Connie Mckeage said, “The Madison Group advisers and leadership often have excellent ideas to improve the platform’s functionality and user experience, and their feedback is extremely valuable to us in contributing to our technology development pipeline.”
The signing of the agreement comes as both parties aim to develop the WealthPortal offering, which currently serves Madison’s financial advisers, including non-Madison financial planners who use the WealthPortal platform.
When financial failures occur and accountability can’t be pinpointed clearly, often it is the adviser that gets ...
When dealing with high-risk investment portfolios and platforms, it is important advisers manage expectations even when ...
Orbis Investments has added a new marketing head to extend its reach to advised retail investors as part of its “next ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin