2.05 ADDITIONAL FEATURES
The three GI platforms all offer a form of online document storage for advisers’ clients.
While Uinsure did not provide details, Paymentshield and Source Insurance also offer storage for adviser information, free of charge.
Figure 2.11: Client document storage functionality
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Features to provide compliance support are offered by all the GI platforms but not iPipeline.
Figure 2.12: Compliance functionality
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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
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