For platforms and adviser back-office systems, we will take you through how it works. Professional indemnity insurance for financial advisers; ... Financial crime systems and controls. Experienced and Dedicated Support The Intuitive Team provide financial planning admin support to financial advisers. Plum Software is a leading provider of back-office solutions for the entire financial planning office. Quick links. Using Origo standards we integrate with a wide range of Back Office Systems. To be clear, “back office” software refers to the platforms and applications that don’t interface with customers but help your employees manage core functions such as … View our upcoming events and register here. 9 Business Systems Every Financial Advisor Must Have in Their Practice ... with clients or in the office, you will be able to get right back on task with minimum down time. Providing the perfect back office support for Financial Advisers. CURO is the must have next generation solution for modern financial planning businesses. Our SSP Insurance Platform is a cutting-edge, next generation general insurance platform that is designed as a suite of modules and components that are formed to shape industry specific solutions for insurers, MGAs and brokers across all sectors and geographies. By combining our Investment Management expertise with advanced Wealth Platform technology, we offer financial … Artisan's back-office system, MAESTRO®, orchestrates the functions of even the most demanding broker-dealer. Request a demo See more. Orange. ... middle and back office. Wealth Advisers Set Up Shop With a Shared Back Office Bernie Clark, the head of adviser services for Schwab. Middle and Back Office software from vendors listed at Bobsguide. If you’re NOT a UK financial adviser, please do not view this website as it hasn’t been approved for customers. get support today. Light Blue. The CRM system with a Client Portal, potentially saving Advisers an hour per case, is the best choice to run your back office, compliantly, securely and efficiently. Find out more. Light Blue. Middle and back office solutions from Bobsguide have been collected to help companies manage risk, profits, liabilities and administration. Light Blue. In the current climate, it is important for firms to maintain effective systems and controls to prevent money laundering and terrorist financing. The information within this website has been approved for UK financial advisers only. Light Blue. Light Blue. For financial advisers. It provides functionality for internal operations such as enterprise resource planning (ERP), inventory control, manufacturing and all of the supply chain activities associated with procuring goods, services and raw materials. Try it with our free one month trial. It is used by major IFAs, dedicated Commercial Insurance Brokers, brokers specialising in Personal Lines and other diverse businesses that use the system as a pure CRM. Developing solutions for UK Financial Advisers since 1982. Powerful, functionally rich software for financial planning businesses built on Microsoft Dynamics 365. Business process automation, unlimited access to data and accessible from any device, anywhere in the world. We understand that a variety of technology components are used throughout the sales and customer servicing lifecycle and that the Back Office System often plays a key role within intermediary firms. Light Blue. Find and compare top Investment Management software on Capterra, with our free and interactive tool. Customized to how your firm processes its business, Maestro® is the new reference standard for back-office and commissions processing. Financial advisers can get real-time data linked with your own back office systems for a number of services when you log in; including illustrations and valuations. Bipsync Research Management System (RMS) is a specific solution delivered for the Alternative Investment industry. I have made it my mission to become the perfect back office support partner. He preaches the virtues of transparent, low-cost planning strategies. Filter by popular features, pricing options, number of users, and read reviews from real users and find a tool that fits your needs. Our expert team of professionals is dedicated to delivering the highest quality, customized service in this specialized industry. We are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. Back-office systems must work seamlessly with continuous product development to drive greater value and propel growth. Working with the industry to help deliver the Pensions Dashboard for UK citizens. For financial advisers. Maintaining the integrity of the financial market is a key objective for the FCA. Secure client portal. If you are looking for a Virtual Assistant, with extensive experience in the Financial Services industry, you’ve come to … In turn, a back office application has no such direct relation. The information within this website has been approved for UK financial advisers only. Access from any device. All our clients have one thing in common: they appreciate the flexibility of a high-performance, cloud-hosted platform. However, it is important to ensure our systems are future-proof and we were impressed by the functionality of Plum. From portfolio and investor reporting to preparing financial statements, we are a one stop shop for asset management companies. Registered in England No. Our main product is a back-office administration system for Financial Intermediaries and General Insurance Brokers. see how I can help. Can financial advisers really achieve a paperless back office? Financial Services Software for Advisers - Research and Protection. I t is often the unheralded part of the business, but back-office operations are vital to successful business performance, enabling greater efficiency at the front office and the delivery of better customer service. Request a demo See more. Alorica helped a large public utility company automate daily account reviews and avoid more than $1.3 million in potential fines and service costs; Save millions in service costs and potential fines; 80% of back office clients have partnered with Alorica for four years or … Previous Pause Next. By integrating the front, middle and back office operations into one solution, Isis Financial Systems says that it can improve an organisation's business performance while lowering total cost of ownership. Financial advisers at mid-sized firms like Investacorp and SSN, however, are often sensitive to changes in staff at the back office because they have close ties and relationships with those staffers. Advisers are exploring better use of their back office systems, automated client communications to improve interactions and more purpose-built suitability reporting. NEWS: Please contact Technical Support for the latest Software Release - December 2020 Request a demo. Quickly browse through hundreds of Investment Management tools and systems and narrow down your top choices. 22. Our cost-effective suite of back-office IFA software, provides you, the professional IFA, with the client database and software to efficiently and effectively manage your clients, their financial investments, and your own business - including your regulatory reporting responsibilities. A highly effective office manager with over 20 years’ experience running back-office systems and all aspects of client portfolio management, research and customer service. Pensions Dashboard. Back Office Software. 1 of 8. Confirm that you’re a UK financial adviser. We understand that continuity and professionalism is important, and that’s why you’ll be supported by a single dedicated administrator, on an ongoing basis.. To find out more about how we can help, please take a look at Administration Support. Light Blue. Results of a 2015 study by the Financial Planning Association and Financial Advisor IQ revealed that over 40% of large brokerages outsource at least one back office function--and 97% planned to increase their level of outsourcing. Bobsguide is directory of Middle office Solutions from software vendors for Back Office Software. These tools will assist you in evidencing your expertise for the benefit of clients and compliance purposes. The reality is these software solutions are built on obscure and outdated data models and which severely limit data access. Financial planning, research, reporting and compliance software for professional advisers We provide access to a wide range of software based solutions to advisers and brokers. Back Office experience and insights. Professional indemnity insurance for financial advisers First published: 21/04/2020 Last updated: 06/08/2020 Here we set out our position on the impact the coronavirus (Covid-19) crisis is having on professional indemnity insurance (PII) for financial advisers. A platform for success. Unfortunately, financial planning and wealth management firms are currently compromised by their existing back-office systems from so-called market-leaders. We ask for all the basic information – full name, date of birth, national insurance number and so on – and financial information, including details of assets and existing investment schemes. 3136234. Never has there been more back office software choices for companies. Back office systems. ... We integrate with back-office administration and CRM systems to assist you in the holistic management of your clients’ portfolios. Registered office: 65 Gresham Street, London, EC2V 7NQ. Services include Remuneration and Valuations. 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