Adviser tech-solutions provider 1st will launch three new modules within its Adviser Office product, enabling online commission reconciliation, valuations and suitability enhancements.
The firm also used today’s E-nabling Better Business Together event to unveil a new corporate joint branding with fellow Vertex Financial Services tech-provider The Exchange. The new modules to launch in the coming months are: e-Commissions: electronic commission reconciliation, which automatically matches of all types of commission e-Valuations: enabling users to aggregate and report on their clients’ holdings, from more than 16 fund platforms and providers e-Suitability: generating personalised suitability reports in a fraction of the normal time “We have always believed that it...
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