For advisers working alone or as a registered individual in a larger firm.

Adviser Office Premier is there to assist you in every step of the sales process, from the moment a lead comes in, to the face-to-face fact find, to recommendations and product sales, tracking everything as you work.  It will also make compliance simpler, with audit trails, commission and all those time-consuming administration processes taken care of.

Adviser Office Premier gives you a single client database with all the information you need to operate your business efficiently and profitably.  But it also gives you a great deal more power, such as the ability to produce statistical and graphical information to back up client recommendations and integration with MS Office products such as Word, Outlook and Excel so you can produce personalised letters and reports without having to re-key information.