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Show Notes
In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the importance of best practice guidance around technology for IFAs.
Kelli explains why businesses need support to maximise the efficiency of their implemented software systems, how Iress tailors software solutions according to individual practice requirements, and how her team fosters strong relationships with clients.
She also talks about the role of technology in increasing industry compliance, the features that advisers should be looking for in modelling tools, and why all businesses should be reviewing their software setups.