1st Software has launched the latest fully upgraded version of its Adviser Office desktop software for IFAs, which it will start rolling out through next month.
Adviser Office: Intelligent Workflow brings in new functions to add to existing ones that have been made more efficient and integrated, the company says. New features include tools to standardise business processes, financial planning tools developed by actuarial consultant Tillinghast-Towers Perrin, new hosting abilities for remote web-based business processes (application service provision). Mortgage Manager replaces Mortgage Tracker with refined abilities, while the introduction of new “wizards” increase ease of use in relation to employee benefits. ”It’s not just about the te...
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