Technology proposition Capita Enabler will hold a series of free seminars on wealth enablement for advisers this June and July.
The seminars aim to show advisers that adopting specific principles, applied through the implementation of integrated software systems, can add value to their businesses.
Hosts will include senior representatives from Capita Enabler partner companies Quay Software, Webline and Synaptic Systems.
Advisers will be given guidance on how to increase profitability and improve operational efficiency within their businesses as well as shown how to remove risk through transparent compliance controls and reporting. The seminars will also cover issues such as how to transform business value based on funds under management and how to gain new value from the legacy of historical sales.
Capita Enabler chief executive Graham Coxell says: The proposed seminars will be valuable to advisers in showing them how to structure their businesses to create additional value in the long term – should they ever need to think about selling their businesses. Additionally, we will be demonstrating how the effective implementation of integrated software can increase efficiencies in advisers businesses so that they can spend more time in front of clients and operate with greater profitability.
The seminars will take place in Portsmouth, Bishops Stortford and Coventry this month and next month. New dates will be added according to demand.