Ian Taylor

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investment platform financial advisers client service transact platform adviser practice management tax-efficient investments financial planning portfolio management mutual funds self-invested personal pension financial advice wealth management open architecture platform fund administration broker integration financial technology investment wrappers risk management reporting tools compliance financial planning software digital transformation adviser support asset management client relationship management custom reporting cost-effective investing high-quality service regulatory compliance lifetime cash flow modelling transparent pricing client onboarding financial products user experience optimization investment choice investment case regulatory news sustainability industry partnerships cash flow management financial reports advisor resources continuous innovation property investment unit trusts savings accounts discretionary investment management equity trading financial goals investment management financial services finance technology information technology & services environmental services renewables & environment