wealthlink: why a single, seamless journey is best | Beacon Wealth Management
Caroline Seagrave, Senior Paraplanner and Team Leader, Beacon Wealth Management
We sat down with Caroline Seagrave, Senior Paraplanner and Team Leader at Beacon Wealth Management, to talk about how their firm has benefitted from wealthlink; from greater efficiency, to eradicating errors, all at a lower cost.
“We’re seeing less errors because the information is being carried through directly from the fact find straight into the illustration, and then the illustration is used for the application. So no chance of any errors there at all.”
In this short interview, Caroline shares:
- Her background and an introduction to Beacon Wealth Management
- The challenges the team had before implementing wealthlink
- How Beacon Wealth has benefitted from a joined-up, seamless investment journey between intelliflo office and the SS&C Wealth Platform
- Where wealthlink has saved time in their processes
- The support they’ve received from the intelliflo platform support team
Watch the full interview below
See how wealthlink can benefit your firm
Key less, do more with wealthlink, our industry-first intelligent platform integration.
Open, manage and service accounts up to 4x faster, saving around 24 mins on every case.
Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios without leaving intelliflo office.
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