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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.”

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