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Grant Thornton announces alliance with 1st Software

Grant Thornton has announced it is changing its back office software supplier, moving from WMS Fairs into a partnership with 1st Software.
The firm will use 1st Software’s CRM system, Adviser Office Platform, for its private client services practice and financial advisers.
Grant Thornton head of private client services Ian Johnson says the implementation of the Adviser Office platform has already enabled the firm to significantly improve the management of client information and will ensure it will meet the needs of demanding high net worth clients.
Johnson says: “We always endeavour to use the most effective technology to improve further our high standards of client service. We have implemented 1st Adviser Office system to enhance our provision of holistic financial advice to clients.”
1st Software executive chairman Rory Curran says: “Their commitment to the CFP standard is an excellent endorsement of the work being done by the Institute of Financial Planning and we are very pleased to be working alongside both organisations as they promote the benefits of New Model Advice.”

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