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Adviser Office
Premier
Professional
Enterprise
Enterprise - Wide


Adviser Office Premier
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.




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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