F&TRC has released the findings of its inaugural survey of IFA software systems.
The financial services technology consultant believes the results will provide advisers with an opportunity to directly compare the propositions offered by the participating suppliers. It surveyed nine software vendors on 49 processes in front office, back office, client facing and corporate business areas of their proposition. Each provider was measured against the same objective scoring model for each specific area on the basis that they either had the functionality in question - or they did not. There were no subjective or opinion based elements to the scoring process. True P...
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