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A business- and client-management solution for Independent Financial Advisors (IFAs) replacing many back-office functions, and increasing efficiency. It also adds value to clients by offering them a convenient way of monitoring their investments. | |
Keywords : IFA Software, Financial Planner, commission, investment advisor, asset management, database, multi-currency, Fact find, investment portfolio, money, NAV, net asset value, online valuations, automatic will generator | |
H2 tags : Investors; Banks; Offshore Banking Service; Trust Companies; Financial Advisors |
Last Update : | 14/December/2011 |
Google PR : | 2 |
Internal links : | 9 |
Archive : | Check how did the site look in the past? |