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Adviser Office adds portal integration

1st has unveiled its new Adviser Office system for intermediaries which will be launched later this year.

The firm says Adviser Office 4 has been designed to provide increased simplicity, cutting down compliance and admin and allowing advisers to spend more time with clients.

New features include streamlined commission accounting, enhanced fee and time recording, a financial planning wizard with automated asset allocation, intelligent workflow and a defaqto product library.

1st says it also includes the first two-way portal integration, with Webline, to allow information to be sent into the back office after quotes or new business activity.

1st Managing director Mik Cons says: “Our primary objective with the latest version of Adviser Office 4 was to provide a comprehensive and yet easy to use system for advisers. We will be revealing much more about the product nearer the launch but it has already received a tremendous reception from firms who received a preview at our annual conference and we are very encouraged by their feedback.”

Employees’ expectations for 2005 bonusesSource: Morgan McKinley

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