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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.”


Investment view

It is little wonder markets were nervous last week as company results and economic statistics poured out of the US. The signs were mixed, to say the least. The prospect of slowing economic growth and rising inflation remains a possibility, even if stagflation of a virulent kind appears unlikely.

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Leading Edge – April 2017

There is little doubt 2017 will be a year of political uncertainty. Leading Edge is Royal London Asset Management’s regular review of investment markets. This edition explores some of the impacts that this uncertainty is having on investors, from the pitfalls of prediction within UK equity investing to the dangers of opting for convenience over […]


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