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Roadshows introduce admin software

Computer software specialist CMG is holding a series of roadshows to introduce IFAs to its new customer relations management system.

CMG has developed a complete IFA business administration system which integrates the front- and back-office admin procedures for medium-sized to bigger IFAs. Consultor 3.0 allows IFAs to control all aspects of policy management through a single system.

Seminars are being held in London, Bristol, Leeds and Edinburgh during September.

The first seminar is on September 18 at the Barbican Centre in London. Financial Studies Research Centre director Ian McKenna will conduct the morning session which reviews business issues across the industry.

This will be followed by views from Towry Law&#39s chief operational officer Keith Webb on how CMG&#39s technology can be applied to business processes. CMG&#39s business partner, The Exchange, will also be joining in the roadshows.


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New offshore investment company Bullhound has entered the market with a global technology fund available to websurfing investors.The fund, which allows individuals to run their investments on the internet, is a Luxembourg domiciled SICAV and is aimed at experienced investors. Mainly those who are looking for growth as well as exposure to the technology market.Global […]

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Alexander Forbes back on the UK acquisition trail

Independent financial risk services company Alexander Forbes is set to hit the UK acquisition trail again after securing £100m of offshore funds.The South African-based company, which acquired IFA Johnstone Douglas in April, says the move is part of its strategy to expand its presence in the UK retail client market. It expects to announce further […]


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