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 Pack

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. 

 

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

 Call: 03450 049 599