LouiseD79
About
- Username
- LouiseD79
- Joined
- Visits
- 1
- Last Active
- Roles
- Member
Comments
-
That's great! Thanks for sharing!
-
Thank you Tom, that's really helpful! I agree about the training need for advisers in terms of recording soft facts, but it is an ongoing battle which I am losing! I am really keen to convince my firm that Voyant is the way forward, because despit…
-
Hi Jona Thanks for your response, we are faced with the same issue of having to move fast due to the guarantee date. Do you do your own in-house TVAS or do you outsource it?
-
Hi Becca Thank you so much for taking the time to reply, that is really helpful! Previously we have requested CETV and O&M report before we have started doing cashflows etc but I am in with agreement with you in that it makes sense to do the l…