With the evolution from selling products to selling advice, advisers are looking holistically at a client's total financial well being. To do this, advisers are evaluating the lifetime of a client and providing advice that assists the client in achieving their long-term goals.

The specialist financial planning tools in Adviser Office will support an adviser throughout the whole financial planning process, enabling the adviser to:

1. Set financial plans to achieve lifetime goals
2. Protect against disaster – i.e. death, disability and critical illness
3. Assess asset allocation against time horizon
4. Understand a client's true attitude to risk
5. Apply a model portfolio investment strategy
6. Review the estate for Inheritance Tax purposes

Any financial plan is only as accurate as the data input into it, but the power of a good planning system is that the client can be as detailed as they wish. Adviser Office enables a basic plan to be created quickly from overview data, and over time made more refined as the adviser builds up greater detail about that client. In this way, Adviser Office can be used as a ‘sales-tool' for new clients to demonstrate how effective financial planning can be, without requiring huge amounts of pre-work before any benefit is seen.

Coupled with this, Adviser Office has added e-Business links to product providers, fund supermarkets, wrap platforms, portals as well as mortgage sourcing companies to provide a seamless advice process whilst reducing the amount of time spent on administration.

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