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Adviser tools


Adviser Tools - Investment Risk Profiler
As a professional adviser the risks you take in your business, particularly when advising investment clients, are likely to affect much more than just your PI premiums. Fortunately there is now an easy solution: a tool built using proven scientific and mathematical methods. more...

Adviser Tools - 1st (ASP) Hosting Services
Managing and maintaining computers can be expensive, difficult and time consuming. 1st, in conjunction with specialist ASP provider Acuutech, has developed a secure ASP hosting service which allows you to access your system anywhere through the Internet and Internet Explorer, thus eliminating the need to host the software locally. more...

Adviser Tools - iTrak
By shifting the focus to getting a client's asset strategy right, iTrak supports your move from commissions to fees and demonstrates the value you add to justify your ongoing remuneration.  more...

Adviser Tools - Mortgage Adviser
With the advent of ‘M Day' in November 2004, 1st has developed a solution which assists both advisers and Networks in dealing with the new regulatory requirements. Working with Mortgage Support Network (MSN) 1st has designed Mortgage Adviser, a smart client application, which takes advantage of the full power of Microsoft .NET and can be used both online and offline.  more...

 


 


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