M2i, Mortgage 2000’s new network, choose Adviser Office to support

head office and advisers

Today Mortgage 2000 announces they have chosen Adviser Office from 1st Software to support their new mortgage and general insurance network, M2i, at both head office and adviser level. Adviser Office, chosen by 48% of the UKs leading financial advisers and mortgage intermediaries, will manage all aspects of the network operation and adviser’s business. This includes network case management and commission tracking and the adviser’s point of sale operation, client management and business processing.

Legal & General

Legal & General adds online term assurance to 1st Software.

Legal & General’s Online Term Assurance (OLTA) has been added to 1st Software’s leading back office system, Adviser Office 2, enabling its 10,000+ users to place clients on risk within minutes.

OLTA allows IFAs to submit applications directly into Legal & General’s back office processing system and in many cases generate an instant underwriting decision.

The addition of OLTA to 1st Software’s Adviser Office system means IFAs can speed up the processing of cases further as client information already held on 1st Software will automatically be pre-populated into Legal & General’s application.

Funds Direct

Fundsdirect to Integrate directly with 1st Software and as part of the roll-out

of it's adviser platform.

Fundsdirect is pleased to announce two further major partnerships in preparation for the launch of its new Adviser Wrap Platform service which will provide the most comprehensive wrap account service and financial trading platform for UK Intermediaries and Financial Institutions.

As part of Fundsdirect’s commitment to assisting Advisers in their transactional and trading capabilities Fundsdirect is committed to enabling Advisers using key software components in the market to integrate directly with the Adviser Platform.