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New system for IFAs from 1st Software

1st Software is launching a new version of its Adviser Office system that includes integrated services with Scottish Mutual, the Sipp Centre, Morgan Stanley Quilter and Cofunds.

The Adviser Office : Intelligent Workflow system includes new tools to help standardise business processes and has financial planning functions using Tillinghast-Towers Perrin stochastic modelling techniques.

1st Software channel manager Nick Bowler says: “Adviser Office : Intelligent Workflow provides tools that empower the adviser o maximise the chances of meeting a client&#39s financial objectives. All of the financial planning tools have been built with input from a number of expert financial planners.”

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Talkback

“No. They are not fully independent. There should be some other term somewhere between tied and independent.”Nick Wilson,Wilson Financial Services. “No. How can they be independent? The name should only be use by IFAs.”Graham Poole,Poole Financial Planning “No. I wouldn&#39t like to think that someone who in the past has made their living from general […]

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