90 days to Vertex-1st Software roadmap

clock

IFAs may have to wait another three months before the heads of The Exchange and 1st Software are able to present full details of the roadmap leading to their intended "big picture" goal of pushing the industry towards greater ecommerce, efficiencies and cost gains.

The period has been confirmed by Rory Curran and David Child speaking after the announcement yesterday of the acquisition of 1st Software by Vertex Financial Services – previously known as Marlborough Stirling before it was acquired by Vertex Data Science, a subsidiary of United Utilities. Both Curran, executive chairman of 1st, and Child, managing director of The Exchange, which offers trading portal Exweb, are keen to point out this time delay in no way means the two are looking to drop business connections or support already in place through their respective businesses. “It is about ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Single pane of glass: Unifying communication supervision across channels

Single pane of glass: Unifying communication supervision across channels

Consolidates communications from multiple channels into a single, real-time dashboard

David Clee
clock 07 May 2025 • 4 min read
PA360: AI 'here now' and transforming adviser workflows

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

Sahar Nazir
clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read