software solutions firm's adviser service offers live valuation linkS to major UK life companies
1st Software, provider of middle and back office software solutions for intermediaries, is working towards making portfolio valuations available to clients via the internet. By using 1st Software's Adviser range of desktop software solutions an intermediary firm will soon be able to make details of client portfolios available to them through its own website. The newly launched Adviser series automates much of an intermediary's back office functions including compliance reporting, mortgage tracking, commission and fees acc-ounting and client relationship management. There are four tai...
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