A new tool has been launched to help advisers find out how eServices could help them streamline their businesses.
Available at Adviserwise.com, the eServices Planner gives advisers three-year projections specific to their business outlining how the services could impact upon annual net profit, monthly cash flow, business value and future staff capacity. The tool has been launched by Origo, in collaboration with new model technology experts CBox and eCommerce consultancy AT8 Group, and is aimed at helping firms adapt their business models ahead of RDR. Paul Yates, strategy and business development director at 1st Exchange, says: "The Adviserwise eServices Planner has the potential to be an extreme...
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