Many clients find that over a period of time, with different members of staff accessing maintenance files for Product Providers, generic schemes, generic fund details etc., there is a strong possibility of creating duplications.
We can offer a service whereby a fully trained member of 1st can assist in cleansing your data to a suitable level to help you get the most out of your system.
If you would like 1st to assess your data for the cleansing process please email crm@1stsoftware.com
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IFA
Adviser Office
Mortgages
