Leading investment platform AJ Bell has partnered with Sprint Enterprise Technology’s award-winning FINIO integration hub. This strategic collaboration will deliver fully reconciled investment data and streamlined portfolio management capabilities to financial advisers.
The partnership eliminates manual data entry while providing advisers with comprehensive transaction data and enhanced portfolio management tools. AJ Bell joins seven other platforms already benefiting from FINIO’s capabilities, with the hub now managing £70bn in Assets Under Management across multiple platforms, software systems, and advice firms.
Read the full press release at: FT Adviser, Money Marketing and Financial Planning Today.