1st software is offering a computer package that contains services and information needed for compli...
1st software is offering a computer package that contains services and information needed for compliant business management in a fee-charging or commission-based office.
The Adviser Office range of software from the group has four versions, each tailored to the needs of different-size adviser firms, from the sole-trader to a national organisation.
The range, Premier, Professional, Enterprise or Enterprise Wide, in partnership with product providers and fund supermarkets, will provide live policy valuations and integrated links to all partner organisations. These partners are Prudential, Scottish Life, Scottish Widows, Norwich Union, Axa, Cofunds, Selestia, Skandia and Transact.
The package's integrated online solutions, which are part of the software solutions, enable online valuations from product providers and links to the supermarkets.
Adviser Office includes desktop solutions, enabling advisers to conduct fact finds, needs analysis and financial planning, compliance reporting and audit trail, full back office administration and commission and fee accounting.
It also offers the functionality of client relationship management, tracking all correspondence including letters, reports and emails, and provides life, pensions and protection modules, portfolio management and mortgage tracking.
Contact: 0845 068 1000.
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till