UK - Independent financial adviser Alan Steel Asset Management is adding e-commerce technologies to its back-office systems through software provider Fairs.
Alan Steel has been a client of Fairs – which is part of Wealth Management Software – for the past five years.
Alan Steel will use Fairs-Online, which transfers product provider data directly into the existing Fairs Manager back-office database.
Fairs claims the system cuts the need for IFAs to spend time on the phone to providers requesting up-to-date unit positions and values.
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Malcolm Mclean says getting the channels of communication right and engaging more openly is a good starting point