1st Software, one of the country's leading suppliers of integrated technology solutions for financial advisers and intermediaries, has released its new corporate CD, explaining how technology solutions can help adviser businesses cope with the growing need to cut costs and increase efficiency.
Copies of the CD, which explains all the options available to adviser firms and includes interviews with many IFAs already benefiting from technology, are available by contacting the company direct.
1st Software has also produced a free technology guide for advisers and intermediaries, backed by Microsoft UK. In the free 24-page, full-colour guide, 1st Software provides comprehensive information on the basics of using technology, written in plain English. Copies of the CD and Guide are available by telephone on 08450 681000 or by email firstname.lastname@example.org
In April, the company announced the launch of its new Adviser Office range – a desktop software solution with integrated ecommerce links and online valuations, saving valuable time with the use of pre-populated forms.
Adviser Office contains all the services and information needed for compliant and efficient business management and is designed to adapt for adviser firms which are fee charging, commission-based, or both.
In partnership with some of the UK's leading product providers and major fund supermarkets (Prudential, Scottish Life, Scottish Widows, Norwich Union, AXA, Cofunds, Selestia, Fidelity, Skandia (Life and fund supermarket) and Transact), 1st Software's new Adviser Office range provides live policy valuations and integrated links to all its partner organisations.
1st Software and Adviser Office use the very latest Microsoft technology to deliver the most advanced business solutions in a familiar and easy to use format. The Adviser Office product range is fully integrated with Microsoft desktop applications, allowing users to access the product directly from Microsoft Outlook, Word and Excel.
Every new Adviser Office user will be offered comprehensive training on their product, with online support via email and a dedicated telephone number. In addition to day-to-day help, the 1st User Extranet - only accessible to Adviser Office users - gives a wide range of news and information on all aspects of products and services.