AdviserSoftware.com offers a Seasonal gift to every adviser firm
Free Advice Tech audit can be requested in advance of commercial launch in the New Year
Technology has never played a bigger part in operating a successful financial advice firm, but it’s important to get the full benefits out of every £1 you spend on technology.
From January, we will be launching a service where advisers can take around 45 to 50 minutes to complete our questionnaire about how you use technology and receive a report, with recommendations, on how you can get the best out of your technology.
The report will provide Advisers with:
- A comparison of their tech use relative to other advice firms
- Recommendations on ways to improve the return on investment they achieve from technology spend
- Areas where you might improve data security or compliance processes
And much, much more.
While from January 2nd we will be offering this as a £500 +VAT service, in the spirit of the season we want to offer advice firms the chance to receive their report for a free.
To take advantage of this offer please complete the questionnaire below and early in the New Year we will deliver your report to you.
