The competitive marketplace, the pressures of regulation and increasing consumer expectation of high quality service place demands on the busy adviser to ensure customer retention and delivering new business can be automated effectively. The drive is on for Automated Personal Service. More and more financial services organisations recognise the benefits of an integrated business solution that maintains in house control of all aspects of the Wealth Management proposition.

Wealth Management for Adviser Office is an evolving solution for IFAs and Portfolio Managers. 1st continues to develop and enhance a range of services to enhance the investment proposition to the client.

Building on the strengths of Adviser Office that provide a holistic view of a client's financial health and aspirations, Wealth Management encompasses the front, middle and back office business functions to provide a seamless solution for the busy adviser.

From Asset Allocation to sophisticated Portfolio Modelling, from Performance Measurement to Client Reporting, 1st continues to develop solutions that support and enhance the delivery of a first class Wealth Management service.

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