News

Wealth management practice chooses Accord for their SMCR solution

Emma Howell

Emma Howell

Emma is Business Development Manager at Worksmart and has been involved in some 30 SMCR and Training and Competence systems implementations. After spending a number of years as a Mortgage and Investment Adviser in her early career, for the past 20 years she has put her experience to use in understanding the challenges faced by Financial Services firms and providing solutions that deliver real business benefit.
Helm Godfrey logo

We are delighted to announce that Helm Godfrey have chosen our dedicated SMCR solution, Accord, to manage their conformance to the SMCR regulation in the U.K. Helm Godfrey is one of the largest independently owned wealth management and corporate solutions practices in the United Kingdom.

Emma Howell, Business Development Manager at Worksmart said “We are excited to welcome Brown Advisory to our community of Accord customers and to build a strong and lasting relationship with Paula and the team. Not only does Accord greatly help with the management of SMCR, it provides additional functionality to aid employee competence and policies management, which I’m sure the team will utilise to great advantage

Read more...

Latest News