1st – The Exchange has released version 7.1 of its back office software, Adviser Office.
The new version of Adviser Office sees changes to functionality, improving activity, business and client management, as well as activities such as database management, reporting and SIPP management. It will begin being rolled-out towards the end of the month.
All users who do not currently subscribe to the e-Suitability module will also receive an invitation for a three-month free trial of this software.
David Child, managing director, 1st – The Exchange, said: “This new version of Adviser Office is very much a customer-focused release