CleverDocs for IFAs – Compliance, Relationship and Document Management system specifically for Independent Financial Advisors

Cost of compliance with new FSA regulations can now be reduced The additional cost of compliance with the new FSA (Financial Services Authority) regulations for insurers can now be contained thanks to Accounting Products (www.cleverdocs.co.uk) enhanced customer relationship/document management software CleverDocs for IFAs. Accounting Products document management system – CleverDocs for IFAs – has already […]