Some great resources and help on Nucleus Illuminate members website for Financial Services Profession. If you should have missed the recent blog post on linked in and twitter - here it is. Avoid pulling your hair out by utilising integration wherever you can https://illuminate.nucleusfinancial.com/blog/data-integration-5-top-tips?utm_content=182831683&utm_medium=social&utm_source=linkedin&hss_channel=lcp-386274 ...

Time4Advice has recently launched Its  client management software – Curo – which competes  with the  likes of Adviser Office, Intelligent Office, True Potential, to name a few.  Whilst they all have their benefits,  Curo,  boasts many features and carry benefits that its competitors do not. Firstly,...

Microsoft Dynamics CRM is very reliable and credible; however it has split many businesses down the middle, with some being in favour of it and implementing it across the board, and others choosing instead to opt for a competitor. Here, I will weigh up some...

Zoho CRM is a cloud-based solution, rapidly growing in popularity and sophistication. Upon looking into the product, it is obvious that Zoho are incredibly difficult to overlook, due to just how cost effective their packages are. At a price of only $25 per user per month for their enterprise...

It is without doubt that Salesforce.com is the most dominant CRM package in the market, which is evident given the size of its customer base (over 10,000). One thing that sets it apart from the majority of its competitors is that Salesforce.com has no particular target...

This article will identify and explain some of the different software and tools available to Independent Financial Advisers in order to efficiently advise their clients and help meet  regulatory requirements. The changes in legislation shortly upon the IFA's means that Independent Financial Advisers are now under huge...