Changes in the financial services industry, including the FSA requirements to ‘Treat Customers Fairly’, require the delivery of a more transparent service, clearly demonstrating how the client’s needs are put firmly at the heart of an adviser’s business.

 It is therefore now more important than ever to have the right technology to support the processes required to achieve these objectives quickly and effectively.

With so many technology firms, offering a multitude of different services, knowing which ones to choose can feel like a daunting task, not the least of which is establishing whether these tools integrate with one another to help provide a seamless process.

Adviser Office from 1st is the most popular and award winning client management system which puts your clients at the heart of your business thanks to features including:

1. Links to over 60 partners, including product providers, portals, fund supermarkets and research tools including two-way integration with The Exchange, our sister company
2. Extensive e-Business functionality including automated e-Commissions, e-Valuations and e-Suitability Report Writer, each designed to reduce the time spent on labour intensive, but essential tasks
3. A wealth of first class services including implementation and data transfers, business consultancy, training, support, regional seminars and user groups.

See what our technology can do for your business click here for more information on how we can deliver the most appropriate solution for your business.