International financial planning firm, the deVere Group, is to launch new advice technology that will be implemented in its offices worldwide.
The new system has been developed for the worldwide market and so will only allow the user of the system to select the investment products that are available for use in the relevant jurisdictions. It has been developed and tested over the last six months by deVere UK's technical team, who worked alongside the group’s global IT, compliance, legal and customer service departments. The new programme’s high-specification features include: functions to analyse clients’ current financial arrangements, automatically calculate projections, tailor-make product and provider recommendations to ...
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