Adviser Office

We’re fast approaching the dawn of an ‘advice revolution’, driving significant changes in the way IFAs organise themselves, and the way they conduct business.

In this new era of higher qualified advisers and the need to charge fees, it is crucial to focus on reducing costs, improving service and in creating more time to spend with customers.

By reducing the hours spent on compliance and administration, Adviser Office creates the time to prepare and deliver the highest standards of advice, to both private and corporate clients.

Adviser Office is our award winning flagship client and practice management system for IFAs. Since its first launch over 12 years ago, it has underpinned the business processes of over 1,250 firms and over 18,000 users, providing the flexibility and diversity to meet all their individual business requirements . The system continues to evolve and is available as an online or desktop solution.

Adviser Office delivers real business benefits and supports firms of all sizes, from a single user IFA business to hundreds of concurrent users across multiple sites.

Adviser Office offers unrivalled functionality - it’s a complete client management system and ensures everything is integrated and available when you need it. It supports a multitude of business and product lines including:

• Financial planning
• Portfolio management
• Life & Protection
• Retirement planning
• Mortgages
• Annuities
• Corporate benefits

Avelo intermendiary sale

Our Adviser Office product makes up over 40% of all IFAs client and practice management solutions in the UK– ranging from the largest firms to sole practitioners.

• 18,000 registered users
• 1,250 adviser firms
• Over 70 integrations to third party industry systems, platforms and financial services providers
• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions
• Many direct-to-consumer, IFA and provider propositions, covering more than 100 websites and online solutions
• Two of the UK’s largest intermediary networks

• Client, plan and portfolio management – one view across providers, platforms and asset classes
• Full business administration and management, including automated workflow and document management – for both pre and post-sale
• Comprehensive financial planning tools
• High quality, high impact client reports
• Lead and prospect management
• Customer marketing
• Management information
• Commission and fees reconciliation
• Compliance support and evidence
• Links to over 70 product providers & partners
• Integrated smart e-Business services e-Business services (e-Suitability report , e-Valuations, e-Tracking and e-Commissions)
• A dedicated e-Business team - who work with product providers and platforms to maximise cost efficiencies to your business
• Links to and from standard Microsoft packages including Word and Excel
• Secure data with no storage costs and free upgrades
• An exceptional range of added-value services including data cleansing, support, training and business transformation solutions.

Creating more time for advice

We can all relate to the need to create more time to spend advising customers.

Adviser Office automates all the stuff that slows things down - from task allocation to the creation of compliance documents. Our intelligent workflow helps removes the burden of manual tasks and unnecessary admin.

Straight-through-processing

We have over 70 partner connections to product providers, portals, fund supermarkets, platforms and other applications including, product research, portfolio and financial planning tools. This all means you’ll be able to source products more easily, give better advice and process business a lot faster than before. You’ll also reduce the cost of writing business, substantially.

Our dedicated e-Business team can help you get connected quickly and easily, helping you achieve immediate cost-savings. You’ll also have the assurance of being plugged into the UK’s most comprehensive and market-wide independent technology service.

Rapid deployment - minimal fuss, minimal cost

We can get you up and running in no time at all, with minimal fuss and minimal cost. Our ready-to-use Adviser Office solution means that you won’t have to wait long before you’re seeing real tangible business benefits.

Maximise every opportunity

Adviser Office delivers a single client view across the four key business areas:

• Wealth management (both accumulation and preservation
• Tax planning
• Cash management
• Protection (including corporate benefits).

As well as helping you get to know your customers like never before, the system lets you record all time spent against any client, so you can analyse profitability by benchmarking one client against another.

This allows you to see the most profitable areas of your business and target them. We’ll also help you with your targeting by overhauling and improving your sales and marketing processes.

Compliance - control and reduced costs

Your reputation is in safe hands. Adviser Office will help you delivering compliant advice while reducing the cost of doing so.

With marketing-leading client reporting, management information and intelligent workflow we can help you control all aspects of compliance, removing inefficiencies and allowing you to focus on areas of growth and dealing with customers.

Take advantage of our expertise

We have over 19 years’ experience of helping firms, large and small, achieve their business goals and objectives. We’ve helped them run and optimise a multitude of business models and service propositions.

We invite you to draw upon our expertise and find out how we can help your firm achieve its goals and ambitions.