New Products Launched on March 2010!

IFA Professional has been replaced by Adviser Essential. It consists of the 3 existing modules, Administration, Profiler and What if? There are additional functionality and many improvements in the new version, including a completely a whole new look and feel.

The second suite is Adviser Professional. This will include all the modules from Adviser Essential plus the new E-Commission and E-Valuation modules. The E-Commission module will enable you to automatically track commission statements, making significant time savings. In addition you will be able to publish Fact Find and Portfolio Valuations to a web page for your clients to access using the E-Valuation module.

The third suite is called Adviser Elite. This suite will include all the modules of Adviser Professional plus Adviser Lifestyle.

31 March 2010 saw the launch of Adviser Essential and Adviser Lifestyle, with Adviser Professional and Adviser Elite being released later in the year.

Click on the links below to read more:

• Adviser Essential
• Adviser Professional
• Adviser Elite
• Adviser Lifestyle

Note: All customers with the complete IFA Professional package, will automatically qualify for Adviser Essential. There is no loss of functionality or increase in cost for these customers.