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Fairs enough for multi-tied agents.
Financial Adviser, June, 2004
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Financial software developer Wealth Management Software has launched its Fairs system for multi-tied agents.
WMS said it had developed the software based on the expectation of the majority of big banks and building societies that smaller intermediaries will become multi-tied when depolarisation comes into force in the second half of this year.
Paul Foll, sales director of WMS, said: "Multi-tied agents need to hold details of clients, investment recommendations and holdings, and will need new software to make ...
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