Your Business, Your Choice! 

For Professional IFA Software look no further than Adviser
Professional.

Adviser Professional incorporates all of the capabilities of
the Adviser Essential suite of products and gives the ability
to choose additional options to deliver a tailored solution that  
best fits your business needs.

Administration
The comprehensive administration software enables you to effectively manage your client & policy administration, Real Time Valuations and core back office requirements.

Financial Planning
Using the Profiler financial planning tool you can produce professional and customisable financial profile reports for your clients.

Example Profile Report>>

Retirement - Pension Calculator
The What if? tool you can look at hypothetical financial scenarios to help with the decision making process.

Option Packs 


Add the Commission Pack to your subscription and you will be able to automatically reconcile commission statements (This includes renewals and trail commissions). With no set-up fee and our unique approach to providing this service means that you will save countless hours every month and potentially thousands of pounds each year, making the Commission Pack a ‘No Brainer’. Simplify your commission administration and comply with regulation in a 'fee based' environment. Read More>>


Add the Lifestyle Pack to your subscription and you will get our ground breaking next generation cashflow modelling tool. The seamless integration means that you can build a cashflow projection from existing Fact Find data in and eliminate the need to rekey information. Produce a single path short-term plan or a complete lifetime cashflow and project multiple event and outcome scenarios. Choosing the Lifestyle Pack with Adviser Professional gives you a very powerful financial planning software solution.  Read More>>

More Option Packs are already under development, but what does your business need?

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Click here to find out about pricing, licensing & ordering your software.

 Call: 08450 049 599