• Home>
• Adviser Office

Adviser Office is the award winning flagship client management system for the financial services industry. Over the last 12 years, it has underpinned the business processes of over 1,400 firms and helped 15,000 users giving them the flexibility and diversity to meet all their individual business requirements.

Available as an online or desktop solution, Adviser Office can benefit organisations of any size, ranging from a single user to hundreds of concurrent users across multiple sites.

With links to over 60 partners including product providers, portals, fund supermarkets and other applications such as product research, portfolio and financial planning tools you can be confident you have the most comprehensive and market-wide independent technology service.

A dedicated suite of e-Business tools for

• e-Tracking
• e-Commissions
• e-Valuations
• and e-Suitability Report Writer

are all designed to help increase the efficiency and accuracy involved with these essential administrative tasks.

Adviser Office at a glance

• A market leading back office solution that is flexible and reliable enough to suit your business needs and not the other way round
• Choice of on-line or desktop applications enabling you to work with a system in the format to suits you
• Links to and from standard Microsoft packages including Word and Excel
• Secure data with no storage costs and free upgrades
• e-Business facilities, to save you time and money and a dedicated e-Business team, working with product providers and platforms to maximise cost efficiencies to your business
• An exceptional range of client services including data cleansing, support, training and business transformation solutions

For more information on Adviser Office please contact us on 0845 068 8000 or email sales@1stsoftware.com.