HLPartnership - which describes itself as the country’s biggest privately-owned mortgage network - has revealed upgrades to its technology platform which it believes make it the most comprehensive and integrated facility in the market.
It says that with Consumer Duty now a part of every regulated adviser’s regime, the adoption of the best technology to navigate compliance requirements and make sure client outcomes are in line with Consumer Duty expectations is increasingly vital.
HLP chief executive Christopher Tanner says: “Our journey of technological evolution is rooted in our unwavering dedication to our advisers. There are so many different components of tech support that brokers need to operate efficiently today. But the key is to make each part work together so that advisers have everything at their fingertips.”
Key features of the update include:
News & Communication Hub - centralising all crucial messages, news, and communications, ensuring advisers never miss out on essential information;
Integrated Booking System - the portal now amalgamates all events, training courses, and webinar bookings. Advisers attending events booked via this portal will have their CPD record automatically updated;
Enhanced Client & Product Views - accessible from any point on the site via the top navigation bar, this tool connects to a detailed client page offering more seamless browsing for advisers; and
Revamped MI Dashboards & Reporting - a refreshed MI dashboard with enhanced user-friendliness to access important management information to help firms enhance their business.
Tanner adds: “These portal updates are a testament to our pledge to equip our members with superior tools, ensuring they continue to serve their clients to the best of their capabilities. This marks the beginning of a series of enhancements set to unfold throughout the year.”