As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship between adviser and client.
Once a client establishes their goals and objectives, it's vital that investment managers and advisers are on the same page. They need to be able to track performance collectively and be able to adjust portfolios quickly and efficiently.
In the accompanying article, we learn how Praemium's client reporting and performance benchmarking service allows clients and advisers to track portfolios in real-time allowing for a tailored solution aligned to a client's goals.