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.
The Joint Associations Working Group (JAWG) has put forward “core principles” to improve the pathways for new advisers ...
The FAAA says it has “reservations” about extending performance testing to retirement phase products beyond ...
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin