UK-based online financial planning firm YourWealth has launched a new service, Money Hub Connect, for advisers connected to direct-to-consumer financial planning tool Money Hub.
The Money Hub Connect service platform enables advisers to upload client’s personal financial information across credit cards, current accounts, mortgages and investments, according to Money Marketing.
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Clients and advisers can also set financial goals and exchange secure messages.
Advisers can use the platform as part of their advice process as well as promote their services through the website.
The service segregates firms into categories of expertise and advice in order to match client needs.
The Money Hub Connect service costs £500 for a co-branded account and an annual fee of £384 plus VAT.
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By GlobalDataMoney marketing has quoted Toby Hughes Money Hub Connect founding director as saying: "The technology allows advisers no matter what their area of expertise to connect to the right clients in a quick, efficient and cost-effective way."
