How the future of the wrap platforms is best served by designing solutions through the lens of advisers

Edwina unpacks North’s goals to help advice practices set up for long-term sustainable growth, allowing them to provide high quality, professional advice, while at the same time reducing their cost to serve.

With this in mind, North’s platform enables the modelling of various investment portfolio changes, allowing advisers to better understand impacts to fees and a client’s risk profile before submitting trades, all through a single process. Ultimately, North is helping make a real difference to efficiency of advice delivery.

Edwina dives into another major focus for North - to ensure advisers are able to support their clients throughout their different life stages with tools such as MyNorth Guarantees and the Retirement Modelling Tool.

Edwina also discusses North’s commitment to low fees, following the recent MyNorth fee reductions, and the ongoing expansion of North’s investment choice, including MyNorth’s growing Sustainable Managed Portfolios range, which is providing advisers and clients with greater optionality for values-based investing.

Tune in to find out:

• How advisers can use North’s wrap platform to advance their growth and build a more sustainable future.
• What platform providers need to be doing to help make the advice process more efficient?
• Why managed portfolios continue to grow in popularity and North’s up and coming plans to grow their range.