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HL Partnership brings out platform tech upgrades

  • 24/10/2023
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HL Partnership brings out platform tech upgrades
HL Partnership has made a raft of improvements to its technology platform to offer its members the “most comprehensive and integrated facility” and to keep in line with Consumer Duty.

The network said that Consumer Duty was now a part of every regulated adviser’s regime adoption of the best technology to navigate the compliance requirements and ensure client outcomes are in line with Consumer Duty expectations.

Changes have been made to its news and communication hub, which centralizes messages, news and communications, and will now be a real-time archive for network communications to improve information flow.

The network has brought out an integrated booking system, amalgamating all events, training courses, and webinar bookings. Advisers attending events booked through this portal will have their CPD record automatically updated.

HL Partnership has also enhanced client and product views, with an improved client search feature and product screens.

The network has revamped mortgage illustration dashboards and reporting tools, with a “refreshed design and enhanced user-friendliness to access important management information to help firms enhance their business”.

The company said its goal was to “continue to innovate and improve its integrated technology platform and continue to be the technology leader among mortgage networks”.

HL Partnership’s CEO Christopher Tanner said: “Our journey of technological evolution is rooted in our unwavering dedication to our advisers. There are so many different components of tech support that brokers need to operate efficiently today. But the key is to make each part work together so that advisers have everything at their fingertips.

“These portal updates are a testament to our pledge to equip our members with superior tools, ensuring they continue to serve their clients to the best of their capabilities. This marks the beginning of a series of enhancements set to unfold throughout the year. It’s an exciting time to be a member of HL Partnership.”

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