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1st & The Exchange

 

Adviser Office from 1st is the benchmark client management system for the financial services industry.  Used daily by over 1,400 firms and 14,000 users it is the most robust, scalable and flexible business tool for professional adviser firms.

Exweb from The Exchange is the most comprehensive online trading portal for the UK FS industry. It covers a wide range of product areas including life and health protection, pensions, investments, mortgages, general insurance and, most importantly, is supported by all of the UK's major product providers.

The combination of these two great applications and the strengths of both 1st and The Exchange offer you a true business partnership to support your IT needs, regardless of the size of your business.

As wholly owned subsidiaries of Vertex, 1st and The Exchange are working together to provide clients with the benefits of electronic valuations, commission tracking, new business and pipeline tracking, in short: e-nabling better business.

Together Vertex, 1st and The Exchange will transform the economics of the distribution and administration of financial services products in the UK.

For further information please email: sales@1stsoftware.com or telephone: 0845 068 8000

 

 


 
1st & The Exchange
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