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Back office technology seen key to future IFA growth

Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.

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The Australian-based provider of investment platforms, investment management, portfolio administration and CRM solutions a good office system and and solid execution system will give IFA’s a significant advantage as many advisers have been slow to adopt new technology.

Lester also believes advisers should be making greater use of social media platforms but will need a clear strategy to drive their activity in this space.

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