Adviser Office
£1000 off the total price of Adviser Office systems
We would like the opportunity to show you how Adviser Office can make a difference to your business and your client proposition and would like to offer you £1000 discount on the total price of Adviser Office systems purchased before 31 August 2008*.
Changes in the financial services industry, including the FSA requirements to ‘Treat Customers Fairly’, require the delivery of a more transparent service which clearly demonstrates how the client’s needs are put firmly at the heart of your’s business. It is therefore now more important than ever to have the right technology to support the processes required to achieve these objectives quickly and effectively.
Adviser Office from 1st is an award winning client management system which puts your clients at the heart of your business thanks to features including:
- Tools to assist you satisfy many of the six core principles of TCF and evidence your adherence to the required business procedures
- Links to over 60 partners, including product providers, portals, fund supermarkets and research tools including two-way integration with The Exchange’s Exweb
- Extensive e-Business functionality designed to reduce the time spent on labour intensive, but essential tasks
- A wealth of first class services including implementation and data transfers, business consultancy, training, support, regional seminars and user groups.
If you would like further information on Adviser Office, our offer or the services provided by 1st - The Exchange, please email sales@1stsoftware.com or call 0845 068 8000.
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“ ... Exweb links with all the main product providers is a key point for us and certainly gives it the edge over the other services available. ”David Fletcher, Director, Peter Shrubb Associates
“ Applying for new business on Exweb has meant that I can provide quick, accurate and complete applications directly to provider websites using pre-populated information...ensuring nothing is forgotten. ”Phil Hunt, Alternative Provider Adviser, MGM Assurance
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