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AdviserTools adds to provider line up

AdviserTools has added Derbyshire, Lutine and Skandia to its increasing line up of supporting providers.

The addition of these firms extends the document service that AdviserTools offers completely free of charge to its registered users.

The service provides a convenient location for advisers to locate and download forms and documents from a range of different providers, all in one place.

AdviserTools aim is to support the independent sector by offering tools and services free of any charges.

These providers, and those already supporting the site, have joined in that aim and are committed to supporting independent advisers.

The range of services available through the site is also growing, with enhanced calculators, technical, taxation and pension information.

Following five years of development, Key Software Solutions is about to announce the launch of its client management system.

Gary Mander, BDM for Key, says: The client management system has been designed and built with the same values as the AdviserTools site a simple, cost effective, yet comprehensive solution.

The software is currently in final testing by over 200 advisers.

Mander adds: The feedback we have received so far has been excellent.

“Having been developed by an IFA, whilst running his own successful business over a fairly long period, means we have developed a slick and streamlined product that does the job.”

The product is due to be launched in January.


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