Plum Software will run a series of roadshows for IFAs around the country demonstrating how its latest software can help with client management.
The roadshows start at the end of November and aim to show the benefits of upgraded software that Plum says will improve the adviser's time-keeping, management and client services.
New functions enable advisers to design their own screens, work on several clients simultaneously and manage administration more effectively through letter writing and diary scanning.
Plum says automated commissions and checks of fund-based renewal will save the client hours of time.
Ann Dempster, managing director, Plum, says: "We've put a lot of time and thought into improving the usability and capabilities of Plum Software to adopt e-commerce features."
Following 2016 thematic review
December 2018 or early 2019
Feasibility study due
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