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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.”

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