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

Rob DeDominicis: You don't need to wait until 2030 for AI to pay off

Rob DeDominicis: You don't need to wait until 2030 for AI to pay off

'Firms shouldn't be held back waiting for the industry to agree on where the higher-risk work sits'

Rob DeDominicis
clock 14 August 2026 • 3 min read
FE Fundinfo launches AI assistant for advisers

FE Fundinfo launches AI assistant for advisers

Part of updates to Nexus for Financial Advisers platform

Sophia Panayi
clock 13 August 2026 • 2 min read
Is the FCA ignoring an obvious breach of the regulatory perimeter?

Is the FCA ignoring an obvious breach of the regulatory perimeter?

'There are genuine legal complications'

Gareth Fatchett
clock 11 August 2026 • 5 min read