It could be said that the three most important factors in a financial adviser's office are service, service and service. In other words, it is the support that determines the quality of the organisation and which is essential in keeping the long-term loyalty of a client. Outstanding service is a combination of two things: making sure things happen when they are meant to and anticipating events before they occur. However, service comes at a cost and Adviser Office plays a key part in helping you derive maximum efficiency from this aspect of your business.

Adviser Office ensures your firm can work as a close-knit team, seamlessly passing tasks electronically between people and places as part of an integrated workflow.

Consider all the hours spent on chasing valuations and the associated costs that can dent profitability. Adviser Office links to leading product providers, fund platforms, portals and sourcing systems. This enables data to be down loaded in a fraction of the time you would normally spend and simultaneously removes the need for you to re-key information, therefore significantly reducing errors. This releases your time to be with clients, earning valuable fees or commission.

When it comes to financial advice, clients and prospects will have varying preferences and requirements. Some will want detail, some overviews. Adviser Office provides you with the tools to produce anything from sophisticated financial planning reports to one-page net worth statements. This gives you the ability to produce extensive portfolio valuations or simple, factual schedules. By giving clients individually tailored information, in the way it suits them, you will maximise satisfaction and loyalty.

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