MbSportRaIt.com
Title
MBS Portrait - Client Management Software for IFAs
Description
MBS Portrait Ltd offer a complete Client Resource Management Solution for today's IFA. Our software enables both individual financial advisors and larger corporations to collate highly relevant information to enable better customer service and allow you to work more efficiently
Additional Information
Categories:
- Adviser
- Adviser Office
- Advisor
- Back Office
- Client
- Client Management
- Compliance
- Europe
- Fact Find
- Finance
- Financial
- Financial Adviser
- Financial Services
- Financial Software
- Fsa
- Ifa
- Ifa Software
- Independent
- Intermediary
- Investment Planner
- Level Term
- Management
- Needs Analysis
- Pension
- Pensions
- Sales Database
- Software
- Tax
- Taxation
- United Kingdom
- Business and Economy
- Computers and Internet
- IFA
- IFA Software
- Regional