1st, a Microsoft Gold Partner, provides Adviser Office, its market leading customer relationship management (CRM) solution, 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 13,000 users have realised the benefits of working with 1st over the past 11 years to develop their business, taking advantage of a comprehensive consultancy service to complement the established yet innovative software based on Microsoft SQL Server and .NET technology.

1st has also worked alongside Microsoft to investigate and implement innovative solutions utilising both pre-production and released Microsoft products and tools. 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 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.