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.”