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Adviser Office
Premier
Professional
Enterprise
Enterprise - Wide


Adviser Office Premier

For really large, nationwide IFA practices, 1st has developed Enterprise Wide, a centralised database offering all the features and functionality of Professional and Enterprise, but able to run over a large number of sites connected by a Wide Area Network.

Enterprise Wide is a system that gives you a corporate view of your operation, and allows you to run a streamlined, efficient process.  All areas of your business - such as sales, commissions and compliance - have access to the same comprehensive database, enabling true collaborative working.




FRONT OFFICE
MIDDLE OFFICE BACK OFFICE
CLIENT
MANAGEMENT
ADMINISTRATION
& SALES SUPPORT
BUSINESS
MANAGEMENT
Fact Find
Financial Planning
Portfolio Management
Life & Pensions
Employee Benefits
Mortgage Tracking
Financial Reporting
Workflow
Document Management
Automated Letter Writing
Business Processing
e-Business
Microsoft Office - XP,
2000 & XP
Lead Tracking
Comission & Fee Accounting
Compliance Process & Monitoring
Business Reporting
Database Marketing & Mailing
  The complete technology solution for financial advisers and mortgage intermediaries.

 

  Clients
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