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Many IFAs still baffled by tech

Many staff in IFA firms still lack the basic technology skills to use software and online services, says 1st Software.

In a survey carried out by the software provider, 60 per cent of the 2,000 IFA firms questioned said they or their admin staff needed more technology training and were not yet confident on the basics of using word processing and spreadsheet products.

Some respondents expressed concern that many products were overspecified for their requirements, with 19 per cent saying they would prefer a reduced version of software products with less function-ality at a lower cost.

1st Software has distributed a guide to 23,000 IFAs explaining the basics of how to use information technology.

Managing director Rory Curran says: “We recently sought the views of a random selection of IFA firms in preparation for the launch of our new Adviser Office product range and were surprised to see how many firms lacked the confidence and expertise to use basic technology properly.

“We decided it was about time someone produced a really helpful basic guide written in simple terms which would give advisers all the basics they need to get the most from technology.”


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