Disgruntled IFAs are using 1st Software’s online forum to make complaints over its software and service.
IFAs cite problems over using new and updated software as well as the amount of time it takes 1st Software to fix certain problems on its system.
One adviser complains about the stochastic planning model on the platform while another says the software is made by programmers for programmers and that clients are incidental to this.
A 1st Software spokesperson says: “Working with 12,000 users of Adviser Office, we use forums such as regional workshops, user groups and our dedicated client extranet to monitor the views and opinions of our clients. Any issues are always discussed and resolved with clients individually and we would welcome the opportunity to discuss this further with the client in order to resolve any issues raised.”