Find out more www.altus.co.uk +44 (0)1225 438020 enquiries@altus.co.uk Case Study: Alliance Trust Savings: Fast Forward KEY METRICS • £6bn A U A • 130 Emp lo y ee s • 72,000 A c c ou nts • 1900+ As sets BACKGROUND With a reputation for excellent service and a flat fee structure Alliance Trust Savings (ATS) has long been popular with direct investors. With the advent of RDR, their radical pricing model attracted a wave of interest from advisers and Alliance Trust Savings duly added an advisory option. Demand for the new service was extraordinary but rapidly swelling adviser numbers soon presented a new challenge to the business of expanding their platform capabilities and doing so at great pace. ALTUS ENGAGEMENT ATS quickly realised that new technology would be required to

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