1st – The Exchange is the market-leading provider of IFA technology solutions and has unparalleled experience in helping IFAs transform their businesses.

We have a proven track record and extensive experience of the design and delivery of market-leading CRM systems, call centre capability, portal solutions and outsourcing services to the financial services industry. Our clients include some of the biggest FTSE 100 organisations.

Whether you are looking to drive top line revenue growth, improve margin, or reduce risk, we have award winning solutions and people that can deliver results:
· Adviser Office – our award winning flagship client management system
· Adviser Evolution – our next generation (point of sale) technology platform
· Extensive e-business functionality including automated e-commissions, e-valuations and e-suitability report writer, each designed to reduce the time spent on labour intensive, but essential tasks
· Business services and support throughout the client experience, during and following the transformation.

All our technology solutions enable our clients to lower both their costs and risk whilst taking more control and generating more opportunities for their business. We excel in delivering remarkable solutions to our clients that help shape the future of financial services. Our technology is at the heart of financial services distribution.

Financial services

As part of Vertex Financial Services, 1st has combined with The Exchange (portal) to create the first seamless, integrated solution for advisers, regardless of the size of their business. 1st is also developing Adviser Evolution, a point-of-sale solution designed specifically for financial advisers. This product has been developed with one purpose in mind – to deliver smart, flexible technology for the adviser, designed to be used in or outside of the office. Complete integration with Adviser Office ensures automatic synchronisation of data when working remotely – Adviser Evolution ensures effective communication between the remote worker and central CRM system at all times.

Financial services