Advice network Corbel Partners has launched in-house technology for its 145 bank of advisers.
Founders Paul Heath and David O'Hara said the decision was made after "years of dissatisfaction" with previous technology.
The network polled advisers on their needs to build the new adviser tool which allows advisers to complete CPD, create comprehensive client profiles, measure risk and vulnerability, and send protected messages.
It also includes the integration of Aixigo cashflow modelling software.
Heath said: "Tech is put in place to make advisers’ lives easier – but in many cases, this means talking to their clients less. But our members didn’t want to spend less time with their clients.
"They wanted tech that freed up client-facing time and gave them total flexibility within that relationship.”
The network said the new tool will be suitable for advisers who want to fully digitise their operations.
It allows advisers to pick and choose how much they engage with its suite of features.
O'Hara said: “Some advisers still like doing things old-school – and who are we to stop them? Our purpose as a network is to let IFAs run their business in the way they see fit.
“For example, some may just use this tool for CPD and fact finding. That’s no problem to us. If they want to keep using paper documents and maintain client contact on the phone or using email, our platform allows that total flexibility.”
The network said the introduction of the new tool has already made life easier for advisers.
O’Hara added: “This has been an extremely time-consuming, expensive process, but we are so happy that it has come to fruition and that our advisers are loving it.
"We’re in this for the long haul, and are pleased that our tech solution can finally support client outcomes in the way it should.”
tara.o'connor@ft.com
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