Technology

UK IFA Commits To Significant Technology Investment With Focus Solutions

Wendy Spires Deputy Editor March 3, 2010

UK IFA Commits To Significant Technology Investment With Focus Solutions

AWD Chase de Vere, the independent UK advisory and wealth management firm, has appointed Focus Solutions to provide software support in a move which the firm says is aimed at improving efficiencies for advisors and enhancing the services it can offer to clients.

AWD Chase de Vere is to invest £1.4 million ($2.1 million) over four years and will also adopt Focus’ online training and testing service, as part of its strategy to support its advisors’ training and development needs.

“We were looking for a solution that would help us to enhance our client proposition and improve the support we provide to our advisors. We want to grow our business and require scalable software solutions to help achieve this,” Robert Organ, AWD Chase de Vere’s group finance and operations director, said in a statement.

He added that, along with improving the firm’s proposition to clients, the adoption of Focus’ services is intended to enhance AWD Chase de Vere’s standing as an attractive place for advisors to work.

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