D J Cooke Life and Pensions Expand Fairs Manager Back Office System.

Doncaster based Independent Financial Adviser Practice, D J Cooke Life and Pensions has signed a deal with Wealth Management Software (WMS) to expand the use of their Fairs back office software.

As part of an on-going and very successful expansion plan,
D J Cooke Life and Pensions have made the decision to expand their Fairs user licences and upgrade to the full, comprehensive version of Fairs IFA Manager Plus.

D J Cooke is a very well established and respected advisory practice and has been a user of the Fairs Software solution for over 8 years.

As a result of a recently implemented expansion plan, a full review of their software and systems was undertaken and a streamlining operation outlined with the overriding goal of maximizing business benefit from the technology.

The Fairs back office solution was chosen because of the flexible approach from WMS and the simplicity of the implementation.

Commenting on the switch, David Cooke, Chief Executive of D J Cooke said:

"Following the recent extension to our offices and the complete replacement of our computer hardware we undertook a review of the software to ensure our ongoing aims were met."

"In order to maintain the excellent service we provide to our clients, the use of IT is becoming ever more necessary. Integration of our back office systems with Insurance Companies will help to ensure information is obtained with a minimum effort and maximum speed. WMS demonstrated this capability with the enhanced Fairs Software solution. Anything which avoids the laborious task of trying to contact Insurance Companies by telephone or post is welcome as is the automatic updating of fund values and the new Fairs link to the Exchange quotation systems."

Speaking about the partnership with D J Cooke, Gary Sawyer, Managing Director of WMS Financial Adviser Services, said:

"David Cooke and his team have been using Fairs software for many years but had been using the system purely as a database reference tool. They were pleasantly surprised when we were able to demonstrate the true breadth of functionality and benefits that are available".

"We were careful only to promote functionality that mattered to their business, rather than concentrating on technology overkill that often leads to business hindrance rather than business benefit."

"We are thrilled to have shown DJ Cooke true technology benefit of Fairs and it’s extremely pleasing to see the reaction when clients see the results of our continued development over the last 12 months."

Sawyer continued:

"The Fairs product suite is continuing to experience the benefits of being part of the WMS 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 pioneer products and services that make life easier for our clients".

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