Plum Software, Standard Life, Voyant and Origo offer RDR expertise at financial adviser roadshows

Plum Software - the provider of IFA and mortgage broker software - today announces that it is participating in a nationwide series of roadshows for financial advisers with adviserwise.com on the theme of ‘tools and technology to help advisers embrace the RDR’.  These events for financial advisers will offer the opportunity to better understand the RDR from a process and technology point of view, as well the chance to meet industry experts from Plum Software, Voyant, Standard Life, Origo and exclusively to the London show, J.P Morgan.

Plum Software will be hosting a roundtable discussion at the events on ‘how to use client management software to justify remuneration and to work efficiently’ while  Voyant will also be hosting a discussion around ‘selling the value of advice: the role of intelligent presentation’.

The upcoming dates of the road shows, will be on the 19th October in London, before moving onto Edinburgh on 28th October.

Ann Dempster, Managing Director at Plum Software said:

“Using the right technology is critical to ensure a smooth, efficient transition to RDR.  These roadshows will provide an excellent opportunity for any financial advisers that want to discuss with industry experts how best technology can help them through these changes.  We are committed to helping financial advisers improve their performance, and through these roadshows we hope to advise and inform on the range of technology options to suit individual firms requirements.”

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 Notes to editors

About Plum Software

Founded in 1993, Plum Software Ltd is the number one independent, specialist software house for financial services.

Plum Software provides complete solutions for front and back office for the IFA and mortgage broker. The software stores and gives instant access to all or selected client details including scanned documents, correspondence, faxes, emails, voice recordings and diary notes – this is far more efficient than the filing cabinet or Windows folders. When the software is used through the Internet, advisers can access all the information from any location without having to invest in expensive systems. By integrating to a large number of providers for a range of information, details need only be entered once.

Its mission is to remain a reliable technology partner to all its clients, to remain at the forefront of software solutions and to provide its clients with high quality, trustworthy and user-friendly software and support. To achieve this it holds regular user meetings and liaises closely with clients individually and with leading industry consultants.

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