Your Business, Your Choice!
For Professional IFA Software look no further than Adviser
Adviser Professional incorporates all of the capabilities of
Add the WebFolio Pack to your subscription and you will be able to publish Fact Find and Portfolio Valuations to a web page for your clients to access. Making best use of ‘the Cloud’ means that your clients can communicate with you wherever they are. Included in the subscription cost is a secure area of your website where your clients can safely view their financial information. However, if you don’t have your own website or would like to integrate the WebFolio Pack into your existing website to include your corporate identity, we can facilitate this for you too. Read More>>
If you would like to see for yourself then View Demo>>
Read about what one of our clients had to say The Power of WebFolio>>
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?
Click here to find out about pricing, licensing & ordering your software.