Merchant Investors, which is part of the Sanlam Group - South Africa’s second largest insurer – has in excess of £1.6 billion under management in the UK. Once an adviser has registered with MI, users of the AO system will have direct access to real-time valuations through the system’s e-Valuations and Lightning Strike modules.
Adviser Office is the market-leading client management solution, used by more than 1,400 firms offering wealth management and financial advice. This new integration brings the total number of providers supporting e-Valuations to 34 – the highest for any comparative back office system.
Other major enhancements to the latest Adviser Office software include:
- SIPP Merge Wizard – allows users to merge investments, plans, assets and cash accounts from a SIPP client into a plan held in client management
- SIPP Manager – following client feedback, new SIPPS can once again be added in SIPP manager
David Child, managing director, 1st – The Exchange commented:
“Ongoing development of all our systems and software is a high priority for us, to ensure our users get access to all the newest products and services as fast as possible. Our exclusive integration with Merchant Investors is a significant accomplishment, which together with the other new features, ensures Adviser Office retains its market leading position.”
Helen Miller, Marketing Consultant, Merchant Investors added:
“This is a great step forward in our continued approach to provide ease of service, greater efficiencies and improved administration for financial advisers. We are working to help advisers make the most of the benefits of 1st – The Exchange e-services which reduces the need for re-keying data, allowing significant cost and time-saving efficiencies” |
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