FINANCIAL advisory service, InvestAcc, has signed up with software solutions provider, Financial Objects, to integrate its existing Fairs IFA Manager back office facility with the Genisys Document Manager information and document management suite.
As reported last week by Professional Adviser, the increased integration of the Fairs IFA Manager suite of software with Genisys Document Manager is part of a raft of updates to the IFA back office client management system. InvestAcc, providers of specialist independent financial planning advice in pensions, tax-efficient investments and life assurance to individuals and businesses, has been using Fairs IFA Manager for over 12 years. Integrating this database with the document and information management facilities of Genisys means that all types and formats of data will be stored and acce...
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