Many adviser firms are looking at their overall IT set up this year to make sure they have everything in place for RDR. The issue for your firm might be:
•The need to operate more cost effectively
•A drive for easier communications between team members
•A concern to ensure better data security
•An assessment of your back office system
•Choice of wrap or business platform
Getting the right solutions for all of these is strictly non optional and can be seriously time consuming so Adviser Home have partnered with a firm offering independent expertise on these and a broad range of IT related issues - Brookland IT. To see what’s on your mind, and establish if there’s anything they can help with, Brookland will offer you a free 30 minute telephone consultation to Adviser Home members.
To read more, gain access to some valuable IT resource papers and find out the areas Brookland IT can help with have a look at this brief summary.
brief summary. (including contact details)