Grant Thornton touts new IT efficiencies

clock

Accountant and consultant Grant Thornton's Private Client Services advisory business is set to finish rolling out its new software solution from 1st Software by June this year, which should "increase efficiencies".

The back office element has already been put in place, and the business is now moving forward on implementing the front office element, according to national financial planning director Ann Bristow. ”It will be a replacement for an earlier one,” Bristow says of the Adviser Office software, although she does not identify which software product has been ditched. Reasons cited for the change include less reliance on paper-based processes for compliance, and the ability - along with the implementation of the solution - to migrate all relevant GT business to a single database as different ...

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

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read