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29% Aren’t using a CMS

Nearly a third of advisers do not use a client management system, says Bankhall.

It says 29 per cent of the 330 advisers it surveyed do not use a CMS. Forty per cent use either Intelliflo, First, Quay or Plum while the rest use other products.

Managing director of IFA services David Golder says: “A significant portion of adv- isers have yet to make the leap but many are already using one of the leading products.

“Advisers who have yet to adopt a CMS solution are 
missing out on features that could add value to their business.”

Churchouse Financial Planning managing director Keith Churchouse says: “We created our own purpose-built system as we did not feel the solutions available were good value.”


Dismay for Mac and Mae as shares sag

Shares in Freddie Mac and Fannie Mae fell dramatically this week after speculation that the US government will have to use its new powers to bail out the mortgage backers.


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