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Adviser Office
Premier
Professional
Enterprise
Enterprise - Wide


Adviser Office Premier
When your business grows, it's essential that your administration and client servicing systems enable you to offer the same levels of personalised service across several sites.  1st has designed Enterprise for financial advisers with between two and four sites linked by a Local Area Network.

Enterprise gives you a centralised database that puts you in complete control of your business.  You can introduce your own corporate standards, and provide everyone in your company with instant access to the same comprehensive information, so they can operate more efficiently.  When you're running a business of this size it's vital to have management information that tells you how the business is doing, and allows you to analyse where improvements can be made.  But as well as performing back office number crunching, Enterprise also lets you maintain the intimate personal contact with clients you have important relationships with and which they expect from a professional, quality organisation.




FRONT OFFICE
MIDDLE OFFICE BACK OFFICE
CLIENT
MANAGEMENT
ADMINISTRATION
& SALES SUPPORT
BUSINESS
MANAGEMENT
Fact Find
Financial Planning
Portfolio Management
Life & Pensions
Employee Benefits
Mortgage Tracking
Financial Reporting
Workflow
Document Management
Automated Letter Writing
Business Processing
e-Business
Microsoft Office - XP,
2000 & XP
Lead Tracking
Comission & Fee Accounting
Compliance Process & Monitoring
Business Reporting
Database Marketing & Mailing
  The complete technology solution for financial advisers and mortgage intermediaries.

 

  Clients
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