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1st launches fourth version of Adviser Office

1st, the supplier of integrated technology solutions for financial advisers, today launches the fourth major version of its adviser software solution Adviser Office 4: Accelerating E-Business.

This version of Adviser Office has been developed in close conjunction with intermediaries, with the focus of the product on providing increased simplicity with an easier user experience based on greater automation and smooth workflow processes. As a Microsoft Gold Certified Partner, 1st has also become the first adviser technology supplier to develop solutions based on the newest .Net technology including an extranet for its 11,000 adviser users.

Key features of the product include intelligent workflow, Norwich Union and Prudential contract enquiry, enhanced fee and time recording, defaqto product library, two-way Webline Integration, import of asset allocations, property addition wizard, Microsoft Word client reports.

Incorporated within the product is 1st services, a data and processing centre that delivers ecommerce services through a single, integrated point of contact, provided and managed by 1st. Already implemented is the daily price and dividend service, as well as the unit prices lookup and download features. 1st services also delivers the 1st client extranet, built using the latest .NET technology from Microsoft.

In 2006 further development with see the launch of Adviser Evolution, integrated with 1st services. Also using the .NET platform, this will form the bridge between the adviser and the back office not only providing seamless provision of standard data and services, but also using intelligent (smart client) technology to enable automatic system management.

Mik Cons, managing director of 1st, says: “The past year has been one of the busiest and most progressive development periods in our company history, with huge investment having been made in future-proof .NET technology to ensure our users are in the best possible position to support their business going forward.

“The new version reworks many of the processes within Adviser Office to ensure our users are ideally placed to take advantage of the opportunities for A-day and beyond. Many areas are significantly easier to use and processes such as portfolio modelling can now be fully automated using the most comprehensive fund and product libraries available.

“Adviser Office is the only complete solution for professional adviser firms that fully supports the move to selling advice not product. Initial feedback from the hundreds of users we have shown already has been excellent. The product is live and users have been quick to take advantage of the new e-business links and asset allocation data. This release is another important step in our quest to create time for advice.”

Adviser Office is now being shipped to 1st users via a controlled roll-out, supported by regional roadshows and practical demonstrations. Training courses and consultancy are also being provided to give additional support.


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