Don’t forget that IFA’s contract with Finametrica expires COB this Friday, 31st March and, if you haven’t already copied your clients’ completed questionnaires into your client files, you will need to export your data from Finametrica before the contract expires.
You will still need to export the data if you subscribe to AdviserLogic because the data is not transferrable from the standalone package to the integrated access.
Instructions on how to export the data can be found HERE.
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