Client Management Systems are increasingly being seen as an indispensable component of any adviser/provider proposition in a post RDR environment. Choosing the right system could have a dramatic impact on profitability. The right system however may not be synonymous with the best system.
Designed to help adviser firms select the Client Management and Point of Sale System which best fits their business and operation needs.
The F&TRC Client Management system selection service analysis explores 28+ key areas of system capability and system functionality.