Generating FDS
Now more than ever, adviser fees are being scrutinised by regulators and clients alike. So, how do you ensure your fees stand up to scrutiny?
Now more than ever, adviser fees are being scrutinised by regulators and clients alike. So, how do you ensure your fees stand up to scrutiny?
CCUBE workflow management lets financial advice teams assign activities, select options, make decisions & reach milestones following company processes.