We Complement Tech Talk – October Edition

Welcome to the October edition of Tech Talk, where we bring you the latest tech updates designed to help financial advisers streamline their operations and elevate their client service. In this issue, we highlight new integrations, sustainability-focused tools, and cutting-edge services aimed at making financial planning more efficient and personalised.

Transact Integrates with Moneyinfo for Automated Document Delivery

Transact , a leading adviser investment platform, has launched an integration with fintech provider moneyinfo , aimed at simplifying the delivery of client documents. This integration automates the process of sending valuation reports, statements, and other key communications to clients, freeing up advisers from manual tasks and enhancing operational efficiency.

With more than 2,000 adviser firms using Transact, this collaboration marks another step in the platform’s commitment to improving adviser processes through advanced technology. By using Moneyinfo's secure portal and app, advisers can now ensure documents are delivered automatically, safely, and efficiently, while also benefiting from features such as encrypted delivery and audit trails.

Tom Dunbar, Chief Development Officer at Transact, said: “Our mission is to make financial planning simpler for advisers, and a key part of that is improving the tech ecosystem available to them. By integrating with platforms like Moneyinfo, we’re helping advisers work smarter, not harder.”

Moneyinfo’s Managing Director, Tessa Lee, added: “Advisers have been asking for solutions to make their administrative tasks more efficient. This integration not only saves time but provides peace of mind, allowing advisers to focus on what matters most: their clients.”

Etcho: Aligning Wealth with Values

As ESG becomes increasingly central to investment discussions, Etcho offers a fresh approach by focusing on what really matters to clients—their values. Rather than overwhelming clients with complex ESG metrics, Etcho helps advisers personalise the investment experience by aligning portfolios with individual sustainability preferences.

Etcho’s innovative platform allows advisers to:

• Import clients’ holdings seamlessly with one-click integration.
• Use value profiling tools to understand the driving principles behind their clients’ decisions.
• Share personalised insights, helping clients see how their investments align with their values.
• Generate automated reports that support Consumer Duty compliance and reduce regulatory risks.

Co-founded by Liall and Charlie, Etcho’s mission is to make sustainable investing straightforward and engaging. By prioritising storytelling and personalisation, advisers can increase client engagement, especially among the next generation, who want their portfolios to reflect their values.

Etcho’s vision is clear: “Less about ESG metrics, more about what resonates with clients’ personal values.”

Standard Life Launches Pension-Finding Tool to Reunite Britons with Lost Pensions

Standard Life UK has teamed up with pension-tracing platform Raindrop to help individuals find their lost pensions. With nearly 20% of those with multiple pensions admitting they’ve lost track of one or more pension pots, this free tool offers a practical solution.

Users simply provide the name of a previous employer and the timeframe they worked there—Raindrop’s technology does the rest. With the process typically taking between 4 to 6 weeks, a dedicated case manager provides updates throughout.

This new tool comes at a critical time, as an estimated 2.8 million pension pots in the UK, worth ￡26.6 billion, remain unclaimed. The collaboration aims to empower savers by giving them access to lost pension savings and helping them take control of their financial future.

Dean Butler, Managing Director of Retail Direct at Standard Life, emphasised the importance of tracking down pensions: “If you don’t know where all your savings are, planning for retirement becomes difficult. Our new pension-finding service removes these barriers and helps people regain control of their pension savings.”

Raindrop co-founder Vivan Shridharani added: “With more jobs and workplace pensions in the modern working world, the number of lost pensions will only increase. We’re proud to partner with Standard Life to offer a simple, effective way for individuals to track down and manage their pension pots.”

That wraps up this month’s Tech Talk. Stay tuned for more insights and tools to help you provide outstanding service to your clients!