Retail Distribution Review (RDR) and eServices
It is becoming more and more apparent that the adoption of technology and electronic services (eServices) such as Online Valuations and Automated Client Reporting is crucial to an adviser firm's survival in the RDR world.
Adviserwise.com, with support from its 30+ software suppliers, platforms and product providers, aims to help financial advisers like you get the most from the eServices available in our industry. Adviserwise describes the different eServices, how they can be implemented and also how they can benefit your business.
When it comes to RDR, there is plenty discussion about its impact, but for Adviserwise, it's about the practicalities. So, in this section, we have provided information and useful links to other resources that will help ensure that your business is operating at its best.