Finding the right match

Financial advisers need bespoke systems that will add value to their businesses, but with ever-increasing time pressures, many firms opt for incumbent suppliers and out-dated systems, rather than reviewing their software. This is particularly true of portal services, where too many advisers are settling for second best simply because they do not have the time to shop around. Yet, reviewing other options could lead to long-term big business benefits, especially in the light of increased FSA regulation. Considerable burden The new regulatory demands - covering mortgage and general insura...