Plum Software - the provider of IFA and mortgage broker software - has today launched a new checklist designed to help advisers that are considering investing in or upgrading client management software.
Plum Software, the number one independent specialist software house for financial advisers and mortgage brokers, has today announced the launch of an electronic identity checking service, in collaboration with GB Group, the identity management specialists
Plum Software – the provider of IFA and mortgage broker software – has today announced that Canada Life has now gone live with its direct link to Plum to get online valuations.
Plum Software - the provider of IFA and mortgage broker software - is urging advisers to think long and hard before switching to cloud computing as a model for running the back office.
