Getting the right approach to IT, in terms of both hard ware and soft ware, is absolutely fundamental to your business success. Yet for many it’s the most challenging aspect to cope with.
Many Advisers and Firms are currently reviewing their IT in light of data protection requirements and the RDR process. Independent help and guidance is often hard to find.
At Adviser Home we considered a number of ways to help and concluded that that the first step had to be around a core consultancy service. We are a national business with registered advisers all over the UK so we needed to find a partner with wide capability, but with services available at excellent value.
We were also keen to find a partner with a track record in this sector in terms of a wide range of IT based delivery and crucially one which was able to offer solutions, independent of any particular manufacturer.
If you would like to discuss any aspect of your IT set up, then we'd be delighted to have the opportunity to help.
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