Client asset maintenance & management

Client asset maintenance & management

Your client’s fixed and financial assets can be managed and updated with accuracy and speed with relevant sections for all the OPG form requirements . DeputyCOP offers useful insights by recording the performance of share portfolios whether IFA managed or otherwise and you can create a full inventory of all properties or valuables to support your clients OPG submission.

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If you would like any further information about our software and it’s features please call one of our advisors on 0203 841 5656