1st, a Microsoft Gold Partner, provides the market leading CRM solution ‘Adviser Office’ to over 50 of the Top 100 Adviser firms and over 1,400 firms in total, including tied, multi-tied and independent, financial advisers and wealth managers.
Over 12,000 users have realised the benefits of working with 1st over the last ten years to develop their business by taking advantage of a comprehensive consultancy service to complement the proven, yet innovative Microsoft SQL Server and .NET technology based software.
Adviser Office links with over 60 partners, including product providers, portals and fund supermarkets to aggregate client data and avoid re-keying.
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 are also developing a point of sale solution designed specifically for financial advisers: Adviser Evolution.
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.