IFAs offered "retainer" technology from Quay and TRML

Quay Software and TRML have teamed up to offer fee-based IFAs additional back office support which generates personalized reports on client portfolios. Once the system is set up for each client, Quay's Business software - which now contains additional iTrak tools from TML - should provide advisers with more proactive evidence of why clients should keep IFAs on a retainer for regular advice, argues Roland Rawicz-Sczcerbo, Quay Software's sales and marketing director. That's because the reports show in detail the total return on investments, details of portfolio underperformance, an...