AdviceUK, the UK’s largest network of advice-giving organisations, is offering its members using AdvicePro in England a free three month trial of instant access to client credit reports from 1 April 2024.
This service, provided by ‘debt-tech’ collective Trustfolio, enables advisers to enhance the quality and speed of service they offer clients, saving time and money by removing the administrative burden of gathering clients’ financial information. Users benefit from instant access to Experian & TransUnion credit reports with account numbers and 12 months’ of bank statements, which are automatically categorised into monthly income & expenditure.
The seamless integration of the IMA award-winning Trustfolio Debt Adviser Support Portal functionality with the AdvicePro Case Management System allows advisers to easily access client data within one platform.
AdviceUK Members using AdvicePro in England interested in taking up this offer, will need to sign up. Find out more here.