clients | partners

1st's 'Adviser Office' software provides a CRM solution to over 1,400 firms offering financial advice. As part of Vertex Financial Services, 1st have combined with The Exchange (portal) to create the first true straight-through processing capability for advisers, irrespective of the size of their business. 

Visit www.1stsoftware.com or call 0845 068 8000.

Plum Software is the number one independent software house for financial services and mortgage brokers. Its complete solution enables advisers to manage all business and compliance needs through a single integrated system.

The software can be on own hardware or through the Internet providing access to entire client records, including all documents, from home, office or whilst on location.

Pulse Software Systems has been developing solutions for Private Wealth and Institutional Fund Mangers for more than a decade.

Pulse is an independent and successful business which has been officially recognised as one of the UK’s fastest growing non-quoted technology companies through its inclusion in the Sunday Times ARM Tech Track 100 index.

Cofunds has established itself at the forefront of the UK investment scene. This industry leading position is built upon solid backing and an award winning service that delivers clear benefits to independent financial advisers and their clients.

Cofunds has embraced technology to enable totally bespoke integrations for Buy, Switch, Topup and valuations, with a transfer tracker for clients to view their reregistration status.

Fidelity FundsNetwork is a leading online investment supermarket. Here you can research and invest in over 1000 funds from 56 leading investment companies.

A simple link to their facility with the IFA code enables clients to invest online.

Skandia is a leading provider of long-term savings products with a range of innovative solutions for pensions, investments and protection.

Financial Express provides data for Equities, Indices and Funds, in the form of interactive charts, pricefeeds, factsheets, news, etc. The data can be integrated with back office systems and branded on IFA websites for delivering online tools and functions for better client servicing and research.

The virtual portfolio tool, Webfund, is very popular among interactive IFA websites, and demonstrates the flexibility of personalising the internet whilst adding value.

Network Data provides a searchable database of mortgage products, which can be branded and linked to from an IFA website.

Customers can use the system as a research tool, in the comfort of their IFA's consistent branding and layout.

Berkeley Alexander are a leading wholesale General Insurance intermediary, allowing firms such as Independent Financial Advisers, Mortgage Brokers, and other Independent Intermediaries to sell General Insurance products to their clients without the need for an agency with the insurer direct.

Webline were developers of the UK's first online, comparative life quotation system, and continue to provide innovative technology solutions to help intermediaries better manage their business.

The customer-facing online term assurance quotes can be delivered with consistent branding to maintain a professional image.

Goldmine Publishing produces bimonthly and quarterly topical financial news, which is relevant and consumer-facing, designed to highlight current issues in an informative and educational manner whilst using laymans terms to keep it simple.

There are specific feeds covering general financial news, Mortgages, accounting and legal.

Taxbriefs Financial Publishing produces a range of publications, client marketing materials and reference sources for the financial services industry.

Their Budget Summaries and Tax Tables can be personalised for online use.