Bankhall and PMS announce new platform enhancements on Acres to help our advisors transform their business
Bankhall and PMS Mortgage Club have announced a series of updates developed by Ecre The Mortgage and Protection Platforms specialists. 
The update is designed to help directly certified companies improve efficiency and deliver better customer outcomes.
The expanded Consumer Duty Dashboard provides advisors with immediate access to critical compliance and performance data.
Dashboards provide live data analysis and continuous monitoring of client and case information, enabling informed decisions based on actionable insights.
Key metrics tracked include fixed standard fee cases for vulnerable customers, concentrations of lenders and insurance companies, and service levels. The dashboard also allows for simple filtering by the outcome of specific consumer obligations, 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 expanded version of Consumer Duty Survey. This gives you more detailed insights to support compliance.
For a limited time only, Bankhall and PMS members and clients have exclusive data capture capabilities within the Retail Mediation Activity Return (RMAR) reporting tool, allowing advisors to export key data directly from Acre's platform in a format compliant with regulatory requirements.
