InvestAcc is an established advisory practice and has been using the Fairs solution UK wide for over 10 years.
As a result of a recently implemented expansion plan, a full review of InvestAccâs software and systems was undertaken and a streamlining operation outlined with data centralisation and accessibility high on the agenda.
The Fairs, web-enabled, back office solution was chosen on the basis of its flexibility, the simplicity of implementation and its established presence as a web-based application.
Commenting on the switch to Fairs Manager on the Web, Nick Gardner, Managing Director of InvestAcc said:
"Operating through a network of 10 regional offices as far apart as Devon and Cumbria our advisers have become increasingly frustrated at the inability to access our Head Office systems from their own satellite offices. This has led to duplication of processes, databases and at times inefficiencies, the ability for all advisers and administrators to view, update, search and report upon on a single database, cost effectively was a priority for us"
"Fairs Manager on the Web is an ideal solution, it allows access to centralised client data from anywhere that advisers may be, either in their own office or indeed at client premises, all that is required being internet access"
Speaking about the partnership with Investacc, Gary Sawyer, Managing Director of WMS Financial Adviser Services, said:
"InvestAcc have been using our software for many years and I am thrilled to be given the opportunity to assist in the expansion of its business. When it became necessary for them to gain more benefit from their IT solutions we were able to offer the assistance, guidance and functionality that mattered. Technology has always played a significant role within their working practices and when they needed more, we were delighted to introduce them to the benefits of remote working with centralised data. As with any web-based solution, reliability and security of the software and data was of paramount importance to Nick and his team.
"At all times there was a close collaboration between InvestAcc and WMS which avoided any disruption to their existing systems. We were able to utilise their existing data and perform a parallel run with smooth project management execution".
"The Fairs product suite is continuing to experience the benefits of being part of a larger software group. With new workflow and document management products recently launched we are confident that we now have the most comprehensive suite of software and services available for the IFA and Tied Agent markets. Our flexible approach to providing close fitting solutions will ensure that we continue to grow and continue to pioneer products and services that make life easier for our clients".