1st Software, a supplier of integrated technology solutions for financial advisers and intermediaries, has teamed up with Webline to give added functionality to its Adviser Office software systems.
Webline, the UK's first provider of online comparative quotes to Origo standard, provides comparative quotations for level term, increasing term, mortgage protection, and family income benefit, with critical illness and waiver of premium options. Providers currently live on the service include BUPA, Friends Provident, Legal & General, Liverpool Victoria, Norwich Union, Prudential, Scottish Equitable, Scottish Provident, Skandia, Standard Life, Swiss Life and Zurich.
All Adviser Office users who are registered with Webline will now be able to use the integrated online comparative quotes service without the need for any rekeying of client data, saving them time and administration costs. This facility is available from the 'Client Management' section of Adviser Office, which is available in all four versions of the leading software: Premier, Professional, Enterprise and Enterprise Wide.
Adviser Office contains all the services and information needed for compliant and efficient business management and is designed to adapt to 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 Adviser Office range provides live policy valuations and integrated links to all its partner organisations.
Rory Curran, managing director of 1st Software, says: “We have been very impressed with the Webline service, which is clearly proving popular with many adviser firms. The growing success of Adviser Office is very much due to our continual development of the product, which has more integrated ecommerce links than anything similar in the market. Using the new Webline service will enable our 8,000 clients to have their client data instantly prepopulated into the online quotes forms, providing a valuable benefit to any busy IFA.”
Paul Holland, managing director of Webline, says:”Our partnership with 1st Software is very exciting for our users and theirs. We already produce over a million online quotes every six weeks, on behalf of fifteen major networks and thousands of individual users, but with the added benefits which Adviser Office brings, the integration of our two services represents a very powerful proposition. Later in the year we are also planning to include our online investment bond and healthcare quotes into the integrated Adviser Office service, along with electronic new business submission, providing even greater functionality.”