If you're a practice with as many as a dozen users connected on a Local Area Network, Adviser Office Professional is the software solution for you.
Many clients want information and reports instantly and client service is fundamental to the success of your business, so you need the best front-end and back-office system available. Professional from 1st provides all the functionality you need to offer a complete range of investment products and services to both private and corporate clients.
A central database sits at the heart of your business, enabling everyone on the network to see and use the same information. This removes the need to re-key data and projects a professional image to clients and introducing firms. Professional gives your team the ability to move information electronically around the organisation and, of course, to your clients, dramatically increasing efficiency.