1st Software

1st is the market leading supplier of client management solutions to the financial services industry and the preferred provider for Lightblue.

Adviser Office from 1st is the benchmark client management solution for professional financial advice firms, enabling Lightblue advisers to look after their client’s total financial well-being and build long term relationships.  The system puts clients at the heart of the business by providing a company-wide database with access to client portfolios.  With everyone in Lightblue working on the same system efficiency, productivity and service levels can be improved.

In additional to maintaining client information, Adviser Office can help our advisers through the following:-

• Comprehensive graphical client reporting including portfolio summary and valuations, investment income statements and contribution history.
• Valuation links with providers and fund managers so valuations can be updated either at policy level or client level.
• Sophisticated financial planning tools which allow advisers to identify how financial lifetime goals can be achieved.
• A single point of data entry ensuring client information can automatically be pre-populated in quotes and new business documents eliminating any manual data entry errors.
• Integration and data sharing with over 60 best of breed partners including portals, product providers, fund supermarkets, wrap platforms and mortgage sourcing systems.
• True mobile working allowing the adviser to access client information on and off line, even in front of clients with two way synchronisation once they are back in the office.