The reality is these software solutions are built on obscure and outdated data models and which severely limit data access. Secure client portal. Light Blue. If you’re not a UK financial adviser, please visit the customer website: pru.co.uk. Maintaining the integrity of the financial market is a key objective for the FCA. Plum Software is a leading provider of back-office solutions for the entire financial planning office. 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. Light Blue. Back-office systems must work seamlessly with continuous product development to drive greater value and propel growth. Find and compare top Investment Management software on Capterra, with our free and interactive tool. Unfortunately, financial planning and wealth management firms are currently compromised by their existing back-office systems from so-called market-leaders. Back office systems. Middle and Back Office software from vendors listed at Bobsguide. Orange. Financial Services Software for Advisers - Research and Protection. 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. 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. Light Blue. Providing the perfect back office support for Financial Advisers. 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. Registered in England No. 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. For financial advisers. Request a demo See more. ... middle and back office. 1 of 8. He preaches the virtues of transparent, low-cost planning strategies. 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. 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. Quick links. Filter by popular features, pricing options, number of users, and read reviews from real users and find a tool that fits your needs. Middle and back office solutions from Bobsguide have been collected to help companies manage risk, profits, liabilities and administration. We are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. 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. Back Office experience and insights. Bobsguide is directory of Middle office Solutions from software vendors for Back Office Software. For platforms and adviser back-office systems, we will take you through how it works. All our clients have one thing in common: they appreciate the flexibility of a high-performance, cloud-hosted platform. 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. Find out more. Confirm that you’re a UK financial adviser. get support today. The information within this website has been approved for UK financial advisers only. Back Office Software. 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. Registered office: 65 Gresham Street, London, EC2V 7NQ. I have made it my mission to become the perfect back office support partner. 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. Advisers are exploring better use of their back office systems, automated client communications to improve interactions and more purpose-built suitability reporting. Services include Remuneration and Valuations. Bipsync Research Management System (RMS) is a specific solution delivered for the Alternative Investment industry. Using Origo standards we integrate with a wide range of Back Office Systems. Wealth Advisers Set Up Shop With a Shared Back Office Bernie Clark, the head of adviser services for Schwab. Pensions Dashboard. Quickly browse through hundreds of Investment Management tools and systems and narrow down your top choices. These tools will assist you in evidencing your expertise for the benefit of clients and compliance purposes. Light Blue. 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. 3136234. In the current climate, it is important for firms to maintain effective systems and controls to prevent money laundering and terrorist financing. From portfolio and investor reporting to preparing financial statements, we are a one stop shop for asset management companies. Customized to how your firm processes its business, Maestro® is the new reference standard for back-office and commissions processing. If you are looking for a Virtual Assistant, with extensive experience in the Financial Services industry, you’ve come to … NEWS: Please contact Technical Support for the latest Software Release - December 2020 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 … Request a demo See more. Our expert team of professionals is dedicated to delivering the highest quality, customized service in this specialized industry. Previous Pause Next. ... We integrate with back-office administration and CRM systems to assist you in the holistic management of your clients’ portfolios. 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. 22. 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. The information within this website has been approved for UK financial advisers only. see how I can help. Professional indemnity insurance for financial advisers; ... Financial crime systems and controls. Developing solutions for UK Financial Advisers since 1982. Light Blue. A platform for success. 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. Working with the industry to help deliver the Pensions Dashboard for UK citizens. If you’re NOT a UK financial adviser, please do not view this website as it hasn’t been approved for customers. Light Blue. By combining our Investment Management expertise with advanced Wealth Platform technology, we offer financial … View our upcoming events and register here. Light Blue. CURO is the must have next generation solution for modern financial planning businesses. 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 … In turn, a back office application has no such direct relation. Request a demo. Our main product is a back-office administration system for Financial Intermediaries and General Insurance Brokers. 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. 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. Can financial advisers really achieve a paperless back office? For financial advisers. Try it with our free one month trial. Never has there been more back office software choices for companies. However, it is important to ensure our systems are future-proof and we were impressed by the functionality of Plum. Experienced and Dedicated Support The Intuitive Team provide financial planning admin support to financial advisers. Access from any device. 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. Artisan's back-office system, MAESTRO®, orchestrates the functions of even the most demanding broker-dealer. 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