The service will deal with the firm’s end-to-end case processes, compliance, remuneration matching and ongoing client servicing.
OneFamily has chosen now:advise from Focus Solutions as the software solution behind its lifetime mortgage advice service, OneFamily Advice.
The service will deal with the firm’s end-to-end case processes, compliance, remuneration matching and ongoing client servicing.
now:progress – another solution – has also been chosen by OneFamily for ongoing adviser training and development.
Steve Andrews, head of managed services at Focus Solutions, said: “We are very excited to be working with OneFamily Advice to bring its innovative new advice service to market, and we look forward to supporting its growth and digital aspirations in the years ahead.
“Our products have a number of intuitive capabilities that add a lot of value and efficiency to any adviser business.”
OneFamily Advice launched in May aimed at over-55s, offering financial advice for homeowners wishing to release equity from their home with a lifetime mortgage.
It is delivered through a combination of online (client portal), phone and video conferencing services.
Matthew Ellis, head of OneFamily Advice, said: “We selected now:advise because we wanted to create a bespoke customer journey and by working with Focus we were able to develop a proposition unique to us that suited our customers’ needs based on its out-of-the-box solution.
“Of particular attraction was the customer portal capability to enable document sharing and secure messaging.
“The solution could be used for advising on other product areas should we decide to expand the scope of our service in future.”
