1st
Software Financial Software and Systems
1st Software Financial Software and Systems
1st
Software’s Adviser Office is the preferred choice for
48% of the UK’s leading financial advisers and wealth
managers.
1st Software, the UK’s leading supplier of integrated
technology solutions for financial advisers and wealth managers,
has launched Adviser Office 2, a new version of its software,
which is used by 48% of leading IFA firms. Adviser Office
2 has new wealth management and financial planning, mortgage
and e-Business functionality, which is all integrated with
the complete client management system.
Adviser
Office 2 has been developed to support your quest for future
profitability. Increased profit comes from increased revenue
and reduced costs: Adviser Office 2 helps our clients achieve
both.
Increase revenue by:
Using tools to help you look after the client’s total
financial well being, cutting down the time spent on the advice
process and providing comprehensive and well-presented reports,
all at the touch of a button.
Staying
in touch with your client and creating new opportunities using
weekly e-mail bulletins, highlighting new products and services
to clients as they become available all without the need for
costly direct-mail.
Understanding
where your profitable business comes from and focusing on
generating more of it. Adviser Office 2 shows you how.
Reduce
costs by:
Electronically
aggregating data for a single view of your client. At the
touch of a button, extract relevant data from product providers,
fund supermarkets and wrap accounts, reducing the time spent
aggregating data and significantly reducing the cost.
Reusing
data in other systems. Adviser Office 2 can deliver client-specific
data to extranets, portals, product research and sourcing
systems, avoiding time consuming and inaccurate re-keying.
Increasing
efficiency through enterprise-wide workflow, by giving everyone
one place to look for outstanding items and providing access
to all the associated documentation electronically.
For
further information on 1st Software Financial Software and
Systems visit the 1st Software website.
|
