Capita and Bankhall join forces to create unique advisor platform

Developed in response to IFA demand, the retail distribution review being conducted by the FSA and the ‘treating customers fairly’ principle, Portavista, a new trading platform, will deliver an enhanced compliant sales process for IFAs.

A fully independent ‘whole of market’ risk-profiling tool will be provided by leading actuarial firm Barrie & Hibbert. In addition to a whole of market fund supermarket, a streamlined investment approach has been developed. Linked to the risk profiling tool,