Author: Adam Wilson

Common Mistakes When Selecting Systems

Posted by Adam Wilson | May 1, 2019 | System Review |

Not speaking to the current supplier A lot of businesses make the decision to change systems...

5 steps to picking the right system

Posted by Adam Wilson | May 1, 2019 | System Review |

1 STEP 1: pREPARATION IS KEY The first step to finding the...

IRESS CLIENT PORTAL

Posted by Adam Wilson | Apr 11, 2019 | Client Portals, Investment |

Iress have launched a new client portal option as part of their standard “out of the box” Xplan service. This is now included at no additional charge for new Xplan subscribers. Existing users may have to pay additional charges,...

i4C

Posted by Adam Wilson | Mar 14, 2019 | Cash Flow Modelling |

When ideas and business requirements are not fulfilled by technological solutions, businesses...

True Potential: V6 ClientSite

Posted by Adam Wilson | Mar 12, 2019 | Client Portals |

True Potentials ClientSite provides firms with a fully white labelled client platform which is...

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