Whether as a response to pressure from regulatory reporting, compliance or simply to improve customer service and increase operational efficiencies advisers are increasingly using a number of software tools as part of their jobs. Peter Brutin, sales technology manager at Standard Life, outlines the different types of tool available
Over the past few years many adviser firms have realised the benefit of using software or e-commerce-based tools as a valuable part of the business process. Whether these are simple calculators to help with tax, mortgages or pensions calculations or a more sophisticated portfolio planning solution, there are a whole host of extremely useful tools now on offer to advisers. Even better, most of these tools are completely free of charge and can be found on provider extranets, portals or as components of back-office systems. Perhaps the only note of caution that should be made clear before rus...
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