fairs is a complete client and back-office administration system for independent financial advisers (IFAs), multi-tied agents, mortgage brokers and asset managers. It is designed to give financial services organisations a competitive edge, by providing first class client management and business processing tools, ensuring client retention and business growth.

fairs IFA Manager is the core business application and is complimented by a range of further software modules that address the wide ranging business and administrative requirements of different IFA organisations. The solution provides IFAs with extensive data capture facilities, enabling advisers to input fact find information directly into the system when meeting with clients. Data mining functionality and integration with product providers and fund supermarkets allows advisers to slice and dice client and product information, matching the right products with clients’ needs.

A fully integrated document management solution helps IFA organisations of any size to achieve increased efficiency. All documents within fairs IFA Manager can be linked with clients and/or transactions, and all correspondence generated within the system is automatically stored.

The fairs software suite also integrates with a number of third party tools to provide an even bigger offering to our customers.

fairs IFA Manager and its add-on modules can be implemented individually, bundled, or as a complete package, depending on each IFA’s specific business requirements.

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