The key to finding the right back office solution is to focus on technology requirements rather than responding to marketing spin
In years gone by, an adviser could choose a back-office solution from the likes of Linsoft, Finale, Fairs, Mysis and Swift, buy a core product and bolt on the modules necessary for the type of business in which they specialised. The software was traditionally purchased with a capital outlay followed by the small monthly support/license payments on an ongoing basis. Costs were kept relatively low and upgrades were only necessary to increase license numbers or add new modules. How things change. We currently have a handful of software houses competing for supremacy, adding a whole host of l...
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