1st plugs into part of JPMorgan Invest

clock

JPMorgan Invest is to use 1st Software's Adviser Office software product to support part of its services proposiation, says sales and marketing director Jonathan Watts-Lay.

JPMI has been launched in the past few weeks to address workplace advice needs. This will be provided through a fee-based modular business model providing generic financial education to employees. Another leg of the service will be discretionary asset management, which is where 1st fits in, Watts-Lay says. JPMI sees significant opportunity from changes to pension legislation, which is why the business has been launched with focus on employees who may be heading for retirement sooner rather than later, Watts-Lay says. Future services will allow employers to construct focused financi...

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

Technology and vendor consolidation: A recipe for growth

Technology and vendor consolidation: A recipe for growth

From cost-cutting to strategic simplification

Russell Andrews
clock 02 February 2026 • 4 min read
Advisers warned against all-in-one 'tech traps'

Advisers warned against all-in-one 'tech traps'

‘I became frustrated with the limitations of this approach’

Sahar Nazir
clock 29 January 2026 • 3 min read
Need financial guidance? There's a bot for that

Need financial guidance? There's a bot for that

Generative AI-powered bots or agents could be key to democratising financial guidance, writes Paul Muir

Paul Muir
clock 27 January 2026 • 4 min read