1st has entered the mortgage market with the launch of Adviser Evolution: Mortgage Edition, its first system dedicated to the needs of mortgage advisers.
AEME provides online quotes, sourcing and e-business functionality for mortgages, protection and general insurance.
Vertex Life, Pensions & Distribution managing director David Child says: “The development of AEME has been made possible by bringing together two market leading adviser organisations and harnessing their joint expertise in terms of software design and core market experience. Additionally, by working closely with mortgage advisers and understanding their needs, we were really able to optimise the design of AEME – ensuring the efficient and effective delivery of mortgage advice and sales support.
He adds: “We already have over 8000 mortgage brokers using the Exweb broker portal and 1st have all the knowledge and understanding of what makes a winning system for mortgage advice firms, following more than 10 years development work with Adviser Office. The phrase ’match made in heaven’ is no understatement here.”
AEME includes a fully integrated CRM and point of sale solution, based on Microsoft’s latest .NET technology platform, enabling online and offline working as well as synchronisation to a central database.
The cost of purchasing AEME as a stand-alone solution is £35 per month.