For the advice profession, from the advent of investment platforms through to the comprehensive offerings available through back office business management systems, a wide array of options have evolved and now compete to convince you they can save you time and money.
But which systems should you use, and what can they do to improve your advice offering in practice? Furthermore, how have they changed the wider industry?
This special report will focus on the back office systems on the market and the options a number of advisers have chosen to use in practice. There is also a feature on wraps and platforms and how their continuing development is changing the face of investment advice.
This special report is sponsored by Intelliflo. All editorial is independent.