1ST - The Exchange has released the latest version of its back office software solution Adviser Office (AO) as part of an ongoing client consultation programme.
The e-commerce services provider says over 80 customer-driven improvements have been added to the model - all designed and suggested by users. These include a financial scenario analyser to incorporate the new higher rate of tax, the introduction of a "client left" date and "reason" within the compliance section and a service calculating trail commission with improved speed. 1st - The Exchange managing director David Child says: "Early feedback has been incredibly positive and we have found it really has been a case of little things mean a lot with the tweaks and changes made - ensuri...
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