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WMS launches new adviser products

Wealth Management Software has launched two new products aimed at the IFA software market.
WMS says it continues to invest in its FAIRS IFA Manager product which offers a complete back office and point of sale administration solution for advisers.
The first is LISA Portfolio Manager, a portfolio modelling, performance attribution and client reporting system for high end IFAs and private wealth managers.
The second is LISA Orchestrate, a business process management, document management and document warehouse system for IFA networks, fund supermarkets and tied agents.
WMS managing director of financial adviser division Gary Sawyer says: “We always work to our goal of making life easier for IFAs. We now accommodate financial advisers of every shape and size and provide them with the necessary tools to service their clients more efficiently.”


FSA will choose costlier and more confusing route

Reading about Nick Bamford’s ire over the way in which Barclays are representing the financial services they can provide to their customers, I feel entitled to point out that this is exactly what I predicted several months ago whenDavid Severn was spouting on about how great depolarisation was going to be for the industry and its consumers (we knew it was baloney then and now we know it even more).


MPAA consultation

By Fiona Tait, pensions specialist The chancellor’s announcement of proposed cuts to the Money Purchase Annual Allowance means it will be more important than ever to be able to tell your PCLS from your UFPLS What was in the statement? Not much. The chancellor spared three sentences to inform us that the Money Purchase Annual Allowance will be reduced […]


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