1st

Contact: Elizabeth Williams

Address: 1 Kingmaker Court

               Warwick Technology Park

               Warwick

               CV34 6WG

Tel: 0845 068 1000

Email: sales@1stsoftware.com

Web: www.1stsoftware.com

Services Offered

Adviser Office is the benchmark client management system for the industry. It is the most robust, scalable and flexible business tool for professional adviser firms.

With automated valuations, electronic new business, quotes and commission reconciliation from the majority of providers and platforms, there is simply no better tool to run your business efficiently.

Benefits to Financial Advisers

• A single client view across key business areas
• All information in one place with no data rekeying
• Customisable efficient workflow system to automate your business
• Compliance monitoring and reporting to reduce business risk
• measuring client profitability to identify good business
• Professional client reporting to add value to your business
• 2 way integration with Exweb for true straight through processing