“Enhancing the tools at advisers’ disposal is important for our business and provides yet more evidence of the fast progress we’ve made since joining the Curtis Banks Group. This delivery improves our proposition and functionality for advisers.”

“We are now in a position where we can meet and exceed regulatory requirements in terms of the information we pass onto clients via Compass. The FCA demands that we provide quarterly reporting and an annual custody statement. However, the information we provide via Compass goes well beyond that, while …