MorganAsh opens online discounted gift trust portal

MorganAsh has opened a new portal to allow advisers to manage the application and processing of discounted gift trust medical underwriting. In the past, advisers and their clients have had to fill out paper forms and the process could take months, said the value-added service provider. The service, which is free for Transact advisers (who can register for it here), lets advisers to complete forms online, allows MorganAsh to interview the client about their health over the phone or upload a paper medical form. MorganAsh has integrated the ‘scalable' portal into its back-office under...