Multrees Investor Services
@Multrees_
Award-winning provider of outsourced investment services to wealth managers, private banks, family offices and advisory businesses.
내가 좋아할 만한 콘텐츠
Some great coverage on our new strategic partnership announcement by @WAdviserNews wealthadviser.co/2021/01/19/294…
We are thrilled to be selected by @WTrustsWMGroup to provide a fully white labelled bespoke custody and platform solution as well as back and middle office support and investment services for their clients and advisers! #willsandtrusts #Multrees #changeforthebetter
@Multrees_ Executive Director @CliveStelfox asks who is really in control of the end client journey over on @Profadviser ... professionaladviser.com/opinion/402493…
professionaladviser.com
Clive Stelfox: Who's really driving, the adviser or the platform?
No one likes a backseat driver, writes Clive Stelfox, but all too often in the world of financial planning, this backseat driver is the technology and platform providers, dictating and restricting...
Multrees Investor Services CEO Chris Fisher talks scalability and adviser fees at a Citywire New Model Adviser virtual roundtable... citywire.co.uk/new-model-advi… #fintech #disruptors #changeforthebetter #advisers #platforms
Another excellent platforms debate at #PA360 this morning, despite the initial technical hitches! Great to see some interesting questions from the audience and thanks to @theactualpolson for chairing panel: Disrupting the platforms market. @BenHAltus, Andrew Black @Multrees_
Multrees Investor Services is live at PA360 Digital @Profadviser from 7-9th October. Don't miss our CCO Andrew Back's panel discussion with @theactualpolson from @thelangcat on Disruption in the Platform Industry at 11.30am today! #Multrees #Changeforthebetter #disruptivetech
Is there a remedy for platform migration migraines? Multrees CEO Chris Fisher talks mitigation and migration to @Profadviser ... professionaladviser.com/opinion/401602… #platforms #CEO #MultreesInvestorService
professionaladviser.com
Chris Fisher: Is there a remedy for platform migration migraines?
Complaints, disruptions and snags
Job Vacancy! We have an exciting job opportunity available at Multrees for an experienced Change Business Analyst based in our Edinburgh Office - check out our LinkedIn or website for more details... linkedin.com/feed/update/ur…
Our Platform Analyser tool helps advisers and paraplanners take robust, defensible decisions on platform suitability. With none of the nonsense. Join us on Thursday 14th May at 11am to find out more: crowdcast.io/e/the-lang-cat…
We like it. We like it alot. @thelangcat
Bit of a moment for @thelangcat. We just shuttered the old Platform Directory and now all visitors will be redirected to platformanalyser.thelangcat.com/Account/Login. Still free (albeit with a premium version). Still awesome. We're all in on this, hope you like it.
When it comes to platform pricing, Sky really is the limit. Multrees CEO Chris Fisher talks bespoke pricing in @NewModelAdviser citywire.co.uk/new-model-advi…
@Multrees_ mention in @Moneymarketing on our move away from wet signatures as part of COVID-19 response...moneymarketing.co.uk/news/covid-19-… @theactualpolson @thelangcat
If you are an adviser, click through the link to see how Multrees deals with with the 10% MiFID notification rule... as well as quite a few other topics
The lang cat offers free access to hub of platforms' 10% MiFID rule strategies professionaladviser.com/4013145/ via @profadviser
professionaladviser.com
The lang cat offers free access to hub of platforms' 10% MiFID rule strategies
The lang cat has made parts of its platform analyser available for free so financial advisers can see how platforms are dealing with the 10% MiFID notification rule, which has been much-used in...
Some good news to start today with - a nice mention in the FTAdviser.com on how Multrees is only 1 of 4 Platforms supporting ongoing advice fee structures. ftadviser.com/investments/20… #changeforthebetter #multreesinvestorservices #TheLangCat #PlatformAnalyser
Some interesting reading over at @NewModelAdviser in their Platform Special - including a nice @Multrees_ mention! citywire.co.uk/new-model-advi…
citywire.com
Waves of change: welcome to NMA's platform special
Editor Will Robins explains what you can find in our platform special coverage.
FYI @AegonUK @Investcentre @Ascentric_Wrap @Aviva4Advisers @embark_group @FundsNetwork @Hubwiseltd @JHPartnership @Multrees_ @NoviaPlatform @nucleuswrap @Quilter @parmenionuk @Praemium @RaymondJames @7IM_Updates @sl_adviser @Transact @TruePotential_ Wealthtime @ZurichAdviser etc.
U Ok hun? Advice people - We're after your thoughts and feelings on the platforms you use. Let us (and them) know. Get it all out, good and bad, here langcatfinancial.co.uk/platform-advis… A RT would be ever so helpful too. Thanks.
#ThrowbackThursday from a 2013 feature in @TheHeraldScotland. Since then we have more than doubled our staff headcount, moved to a spectacular new office space and hit £11bn AUA in 2019. #changeforthebetter #multreesinvestorservices heraldscotland.com/business_hq/13…
Congrats to The Lang Cat on the Platform Analyser launch!
The Lang Cat launches platform comparison tool ftadviser.com/investments/20… Thanks for the comments @PeteChadborn & @TheParaplanner
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