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Adviser Office

Adviser Office offers unrivalled functionality for the professional adviser dealing in financial planning, portfolio management, protection, retirement planning, mortgages and corporate benefits that is all integrated with the complete client management system.

Adviser Office includes:

• Client management.
• Administration and sales support.
• Business management.

To find out more about Adviser Office, click here to visit the 1st Software website.

Officeweb is the market leading IFA back-office administration solution.

Officeweb

For large scale nationals and Networks we offer Officeweb - a comprehensive back-office CRM and administration system which streamlines key processes allowing more time to be spent focusing on customers and growing the business. Download our Officeweb overview here.

Designed around a centralised customer database that stores all client records, contact history and policy details, it gives advisers a concise, single view of each client.

This market leading IFA back-office CRM and administration system:

• Streamlines key administration processes.
• Reduces administration costs and improves customer service.
• Maximises efficiency by responding quickly to market developments.
• Provides the benefits of a bespoke system at a packaged price.
• Integrates with Exweb, our leading financial intermediary portal.

e-Suitability Report Writer

Ensuring your firm is providing compliant advice to your clients is a key driver of any professional advice firm. Through the use of the correct technology, you can help to reduce the amount of time your firm spends producing suitability reports.

e-Suitability can help you with this by taking your client’s financial need and the recommended product(s), and creating an appropriate suitability letter from the information. *

Benefits

• Reduces the time spent producing suitability reports, enabling more time to dedicate to giving advice to your client base.
• Compliance is improved at point-of-sale helping increase first time pass rates.
• Versioning of the letters enables easy checking of historical cases providing a full audit trail.
• Helps to ensure a consistent and professional approach through the production of personalised and branded suitability letters, under-pinned by smart technology.

How much does it cost?

e-Suitability costs £33.00 per month plus VAT and is chargeable on a per user per month basis. Reduced prices for multiple users begin at 10 users and are stepped as per the table below.

Number of Users	Price (excl VAT)
0 to 10	£33
11 to 40	£20
41 to 200	£16.50
201 to 250	£13.50
251 to 500	£10
501 to 1000	£7

Watch a demo of the software to see how easy it is to create a suitability letter in minutes.

For more information, please contact our sales team on 0845 053 0490 or at sales@exchange.co.uk.

* We offer a choice of paragraph libraries from two different providers; Avail Ltd, a fully owned subsidiary of The Independent Life & Pensions Group Limited – a company of professional independent financial advisers and Bluegrove Technical Services.

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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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