Plum Software
TMT
AT8 Group's Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.
18 February 2010
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Your profession
Ann Dempster, managing director of Plum Software, looks at adviser strategies for recovery.
10 December 2009
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Your profession
Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...
03 December 2009
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Technology
As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Castle Court Consulting
26 November 2009
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Technology
Plum Software will run a series of roadshows for IFAs around the country demonstrating how its latest software can help with client management.
20 November 2009
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uncategorised
Ann Dempster, managing director of Plum Software, says to succeed IFAs must keep up to speed with modern technology...
17 November 2009
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Technology
Plum Software has partnered with identity management specialists GB Group to launch an electronic identity checking service to help IFAs avoid breaching FSA regulations.
21 August 2009
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Technology
Plum Software has launched a checklist designed to help advisers considering upgrading their client management software.
13 August 2009
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Technology
Advisers can receive commission statements electronically and match them against their expected income after the latest launch by IFA technology provider Plum Software.
15 April 2008
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Technology
Prudential has added new contract enquiry links to three back-office software providers as part of its adviser extranet service.
16 February 2006
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