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Can I ask a cheeky question re the software IFAs are using please
Tracyk_2
Posts: 345 Forumite
I have started as a financial controller for an IFA with quite a large client base of small monthly amounts and around 200 clients of larger monthly/initial/trail commissions.
They are currently using Excel - but it has its limitations - any recommendations for a software package geared for the industry - or is it easier to write a simple database?
I really just want to project monthly/quarterly/annual incomes.
They are currently using Excel - but it has its limitations - any recommendations for a software package geared for the industry - or is it easier to write a simple database?
I really just want to project monthly/quarterly/annual incomes.
0
Comments
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answered on your other thread.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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