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Being able to get accurate and timely valuations of a client's portfolio is an essential part of being a successful adviser in today's competitive market. Adviser Office from 1st - The Exchange not only allows you to get a valuation on an individual plan within 30 seconds but users now have the ability to request more comprehensive and flexible valuations through the e-Valuations tool.

First came the 'Lightning Strike'; allowing you to update the value of a policy, at the touch of a button. Building on the success of the 'Lightning Strike' 1st - The Exchange has launched e-Valuations.

e-Valuations at a glance

• The facility to generate valuation requests for a plan, client, employer, scheme or a client group
• Real time automated valuation links to 30 providers and platforms
• The ability to group and manage your manual valuations by provider
• Simple, easy to use user interface
• Valuation Dashboard
• Access to MI about the use of valuation links in your firm
• Simplified set up and registration
• Makes use of latest Smart Client technology
• An overall view of the client review process in your firm
• The ability to see which links are working, which are not and where you may need to focus your attention
• A reduction in the amount of upgrades that you need to perform and allowing us to add additional features and new providers without the need for you to update every machine

e-Business links with Adviser Office

Adviser Office provides fully integrated links to more than 30 partners, including all the main life offices, fund supermarkets and portals. Click here to see a list that shows the current status of integration with these partners.

Getting started

We are committed to ensuring our users get the most out of Adviser Office so the e-Valuations functionality is at no additional cost to your monthly licence fee. To enable you to realise the benefits of e-Valuations as quickly as possible we have devised three separate implementation packages which give you the freedom to choose the degree of implementation assistance your firm requires.

For more information on choosing the right implementation package for you please contact Shelly Woodfield on 01926 621205 or email shelly.woodfield@1stsoftware.com.