We are delighted to announce our partnership with Tenet Group who have selected us to help their DA firms identify and support vulnerable clients.
Tenet Compliance Services provides support to a growing number of Directly Authorised advise firms and we are delighted to be able to support them. The partnership will allow TCS firms access to the software with discounted subscriptions and will also provide further training and support as we develop our relationship.
Tenet were impressed with our clinical approach to vulnerability as well as our reporting capabilities, making it a natural fit, especially given the ongoing focus on vulnerable clients by the FCA.
Warren Vickers, MD at TCS said about our solution:
“Understanding an individual’s vulnerabilities is key to providing sound advice. By combining clinical expertise and data, we’re enabling advisers to consistently recognise and support potential financial vulnerability, even across harder-to-spot traits. We’re very excited about this latest addition to our vulnerability offering for advisers, all of which is designed to provide advisers with peace of mind and support their customers’ financial wellbeing.”
If you are a TCS client and would like to know more, you can visit our page on the Tenet Extranet, or just give us a call.