Bankhall and PMS unveil new platform enhancements with Acre to help transform advisers’ businesses

Bankhall and PMS Mortgage Club have unveiled a series of updates developed by Acre the mortgage and protection platforms specialist.

The updates are designed to help directly authorised firms improve efficiency and deliver better customer outcomes.

Enhanced consumer duty dashboards provide advisers with immediate access to critical compliance and business performance data.

The dashboards offer live data analysis and continuous monitoring of client and case information, enabling informed decisions based on actionable insights.

Key metrics tracked include amended standard fees cases, lender and insurer concentration, and service levels for vulnerable customers. The dashboards also allow easy filtering by specific consumer duty outcomes, such as products and services, price and value, consumer understanding, and consumer support.

In the second quarter of 2025, Acre will release additional features, including an enhanced version of the consumer duty survey, which will provide more in-depth insights to support compliance.

For a limited time, Bankhall and PMS members and clients will also have exclusive data capture functionality within the Retail Mediation Activities Return (RMAR) Reporting Tool, allowing advisers to export key data directly from Acre’s platform in a format that complies with regulatory requirements.