Bankhall offers guidance on CMS

The document has been designed specifically to offer advisers and insight into how technology can be utilised to enhance the value of their business. It provides an insight into market drivers, illustrates how advisers can benefit from CMS and provides and overview of the leading providers available in today's market. "Given the number of CMS solutions available and the complexities of each service, we realised the need for an impartial guide," said David Golder, managing director of IFA services at Bankhall. "Advisers looking to streamline their business processes and looking to add ...