The latest version of its 1st Software's Adviser Office products for financial advisers and intermediaries now includes integration with the Trigold system.
1st Software's Adviser Office range, when linked to the Trigold system, provides an end-to-end process for mortgage advisers, which 1st Software says enables it to manage their mortgage sales process, and build a comprehensive client database covering client contact, compliance and introducer relationships.
Adviser Office provides full database marketing facilities, including integration with the full range of Microsoft Office products enabling bulk mailing through Microsoft Word and Bulk Email facilities into Microsoft Outlook. All correspondence on the client and any other related parties including lenders, builders, estate agents, architects and so on are automatically recorded behind the client and application.
Rory Curran, managing director of 1st Software, says: “Our new Adviser Office range of products is the first product for the mortgage market which enables all aspects of mortgage advice to link seamlessly with financial planning and client relationship software.
“We believe the changes to the mortgage market in the last few years and the forthcoming regulatory framework will mean all mortgage advisers will need technology to manage their businesses effectively. No other product exists on the market today that covers so many aspects of the financial market place fully integrated in one scalable solution and linked to other best of breed solution providers such as Trigold to ensure that advisers can continue to advise and not spend hours re-keying data from one system to another.”
Martin Finegold, group of Trigold, says: “The end-to-end solution offered by the integration of Trigold and 1st Software is a major improvement in the way mortgage professionals conduct their business. It will not only reduce the cost of doing business but will improve the service received by the end customer.”