Latest Podcast: AI, CX, and the Insurance Revolution: Insights for 2025
Insurance
Investments
Life, Annuities and Pensions
Personal and Commercial
Group Benefits and Health
Asset Management
BGA or MGA
Bank or National Account
Broker-Dealer
Wealth
Policy Administration System
Agency Management System
Pension & Investment Systems
Quotes & Illustrations
Advisor-Focused CRM
Electronic Applications
Investment Analysis & Sales Enablement
Financial Planning
Client & Agent Portals
OIPA Integration
Data Migration & Conversion
IFRS 17 Compliance
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Data Management
Distribution Optimization
PAS Modernization
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This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.
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