UK-based 1st Software, a provider of software for financial advisers and mortgage intermediaries, has linked its Adviser Office product to the Abbey Wrap platform.
Adviser Office provides its 10,000 users with CRM, marketing and back-office applications with integrated e-commerce links to 14 major providers, fund supermarkets and discretionary wrap platforms as well as all the main mortgage sourcing companies.
The new link will allow 1st Software users already registered with Abbey, to pre-populate their Adviser Office databases with their clients' investment holdings from the Abbey Wrap service.
1st Software says the integrated technology will help its users cut costs and improve client service at the same time.
Ambrose McGinn, director at Abbey for Intermediaries, says: "This link with 1st Software is an important step in confirming our commitment to deliver efficiencies to advisers' businesses through Abbey Wrap. At a stroke we are getting rid of the time-wasting need for advisers to re-key information between their back-office systems to keep them accurate and in sync."