AMP Advice has partnered with fintech Yodal to provide financial planning practices with access to Estate Planning Service.

Practices in AMP’s network can now elect to incorporate the service, including Yodal’s practice-branded workflow solution, as part of their package of professional services for their clients.

The service will include initial and ongoing training, together with an advice toolkit, practice marketing, re-use of Xplan data as well as access to the Yodal solution.

Join the discussion