The beginning of April sees the financial year end for most businesses. It should be a time to look at the financial performance of the previous year and plan for the forthcoming year.
Unfortunately, because the deadline for tax returns is still 10 months hence, many business owners do not review their previous year’s performance for at least another 6 months – far too late for planning your [...]
We’ve got some exciting developments coming up in 2013 for both Cloud 9 Admin and our IFA clients.
We’re delighted to announce we have just taken on a fully qualified paraplanner, to extend even further the day-to-day support we can offer to IFAs.
Paraplanners work alongside IFAs, doing a lot of the background research, report-writing and recommendations while the IFA[...]
The answer to a lot of IFAs’ prayers has arrived, in the form of a great new CRM system.
It was designed by John Munro and Paula Atherill at WPCA Ltd, and it holds just about everything an IFA could wish for when securely delegating tasks to a remote Virtual Assistant.
Customer details, case documents and task lists can be shared and updated – without any [...]