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




