Here you will find access to all the research service module elements your firm may require to operate efficiently and compliantly.

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Some of the following services and features come complimentary when you choose other service modules and/or one of our compliance service modules.

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• 'Evolve' Business Planning - Use of business data to help target growth areas as well as eradicate areas costing your business.

• Business and Adviser Management Information data collection and reporting.

• Protection and life assurance quotation portal.

• Product, investment and discretionary fund manager due diligence documentation.

• Centralised Platform & Investment Proposition design and build.

• Life Assurance/Critical Illness research, comparison and reporting portal.

• Product Wrapper Compare Portal - Research and compare existing pension and investment products against alternative solutions.

• Investment Fund Compare Portal - Compare existing pension and investment funds or portfolios against alternative solutions.

• Investment Fund Charges Compare Portal - Analyse OCF/total costs of existing and proposed funds, helping justification around advice and adviser charges.

• Para-planning services.

• Defined benefit pension transfer service.

• Added value functionality to support professionalism and a higher level of servicing and compliance.

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