17 March 2018

Bankhall to market 1st Software's Advisor Office systems

24 April 2003  |  2497 views  |  0 Bankhall to market 1st Software's Advisor Office systems

Bankhall, a provider of support services for IFAs, is to co-market 1st Software's Adviser Office range to its 2500 member firms.

UK-based 1st Software's Adviser Office system provides CRM, marketing and back-office applications with integrated e-commerce links to the major portals, fund supermarkets and providers.

As part of the new agreement, Bankhall's members will be able to save up to 20% on Adviser Office products.

Nigel Hopwood, I.T. director of Bankhall, says 1st Software's system will be fully integrated into Bankhall's member portal to enable complete sharing of data.

Current clients for 1st Software's products include Prudential, Norwich Union, AXA, Fidelity and Skandia.

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