Working out which website to use or which software has the best tools and functions can be a complex and time-consuming problem, so IFAonline has come up with a solution to help you.
We would like our IFA readers to tell us which websites and software you prefer to use on a daily basis and why, by explaining in a few words the key advantages of using different types of technology.
It doesn’t matter whether you want to tell us about your preference of fund supermarket, online protection purchase site, risk assessment tools, online portfolio manager or even word processing and back office software.
We simply want to know why you prefer certain software over other providers so we can build a central file inside Business Manager for IFAonline readers to access.
The more information we can gather for advisers, the easier it is likely to be to battle through the growing number of software options and find the product best suited to your business needs.
Our only request is you send us a fair and objective assessment of the software you use. We know there are lots of administration and software systems out there which complicate your life or cause your problems. However, we want to present as much useful data as possible.
Square Mile’s series of informal interviews
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Spent 20 years with Aviva
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