- WPS Advisory Enhances Financial Wellbeing with Moneyhub and Legado Partnership.
- WPS Advisory launches LifeStage app, powered by Moneyhub’s Open Finance technology and integrated with Legado’s Digital Vault, to transform employee benefit services.
WPS Advisory, a leading independent financial advisory and employee benefit consultancy, has partnered with Moneyhub and Legado to launch the innovative LifeStage app. Powered by Moneyhub’s Open Finance technology, LifeStage provides employees of WPS Advisory’s corporate clients with tools to better manage their financial health. Integrated with Legado’s Digital Vault, the app also offers secure and compliant document management and communication.
By integrating Legado’s Digital Vault, WPS Advisory ensures that employees of their corporate clients can seamlessly upload, manage, and share personal information. The integration also enables WPS to securely distribute essential correspondence and documentation to employees. With advanced workflow features such as eSigning, white-labelled email notifications, and delivery confirmations, Legado’s technology not only streamlines communication but also supports compliance with consumer duty regulations.
Future-Ready with Legado’s Interactive Hub
As part of its forward-looking strategy, WPS Advisory will expand LifeStage’s functionality with Legado’s Interactive Hub. This powerful communication platform will introduce features such as bulk messaging, secure document requests, and delivery confirmations, further enhancing engagement and transparency for employees. These capabilities will not only improve operational efficiency but also ensure consistent compliance with communication standards required by Consumer Duty regulations.
Comprehensive Financial Support
LifeStage also integrates Guiide for personalised retirement planning and SmartSearch for efficient anti-money laundering compliance. Together with Moneyhub’s advanced Open Finance capabilities, these tools provide WPS Advisory employees with an unparalleled ecosystem to support informed financial decision-making while addressing key regulatory requirements.
Josif Grace, CEO of Legado, commented: “Our partnership with Moneyhub and WPS Advisory underscores the value of leveraging cutting-edge technology to simplify complex processes. By integrating Legado’s Digital Vault, we’re enhancing Moneyhub’s platform to deliver secure, compliant communication and document management capabilities. The introduction of our Interactive Hub will further empower WPS Advisory to meet Consumer Duty requirements while delivering an exceptional user experience. This collaboration reflects our commitment to enabling businesses to meet their regulatory obligations while driving real impact for their employees and customers.”
About WPS Advisory
WPS Advisory specialises in delivering accessible, high-quality financial advice through the workplace. With a decade of experience and over 100,000 clients served, they focus on empowering employees to make informed decisions aligned with their financial goals.
About Moneyhub
Moneyhub’s award-winning Open Banking and Open Finance technology empowers businesses to improve financial wellness, comply with regulatory requirements, and deliver innovative solutions. Moneyhub’s platform integrates seamlessly to provide enhanced data-driven insights and financial management tools.
About Legado
Legado offers cutting-edge digital vault and communication solutions that enhance customer interactions, simplify workflows, and drive compliance. By enabling features like read receipts, delivery confirmations, and secure document workflows, Legado helps businesses meet Consumer Duty requirements while creating exceptional user experiences.