Why do IFA’s buy MyRegData?
There are many reasons and each IFA has their own specific purpose in mind for their purchase.
We have compiled a few of the main reason’s customers have provided as to why they made the decision to invest in the software: –
- Saves time – Ian at 365 Financial Planning said “…an excellent product and a supremely time efficient way to send the data through to the FCA”.
- Good back up service – Nigel at Acumen said “…an excellent service as usual, which makes our lives easier”.
- Reduces worry – Tony at AJP said “…FCA returns are no longer the major worry they had been”.
- Recommended – David at Aspire Wealth said “…I would recommend all first use the system as it can only benefit them as it has done to us”.
- Good return on investment – Neil at Assured says “…One of the best investments I have made was to engage your services as the time and hassle I have saved is well worth the annual fee”
- Accessible anywhere – Ian Simpson at AYOM said “…The ability to access from anywhere whether at home or at the business offices has been brilliant and the support service from the company outstanding”
- Very easy to use – Jon Elkins said “…a remarkably intuitive piece of software designed specifically for IFAs to easily maintain their bookkeeping, helping me to understand and manage my firm’s finances and making the subsequent regulatory reporting a breeze with the integration”.
- Puts a smile back on your face – Simone Grogan at Curzon Financial Advisors said “…you managed to put a smile back on my face and take the pain out of the reporting process”
These are just a few of the testimonials that MyGabriel / MyRegData has received in the past year or so – you can see hundreds more on our Social Media feeds.
We would like to bring the benefits of MyRegData to you and your firm, so please get in touch and take a short online run through of the software with one of our team.
Call 0161 413 5070 or email info@myregdata.co.uk