Financial Adviser Software Solutions

Why you should consider SSP

Are there any financial advisers out there still running their business without a computer? Almost certainly not. IT now underpins the industry & technology’s now very much a pre-requisite to successful trading.

With this the IT burden increases – paying for it & looking after it – & many financial advisers are adopting a strategy to outsource. It transforms the way they use IT, how they pay for it & the returns they get.

Here are some of the benefits:

Peace-of-Mind

IT experts take the responsibility of ensuring your system is working fully at all times. No locally installed IT infrastructure or software frees up your business from having to worry about your IT.

Predictable Costs

You can expect to have your IT hosted & managed for a fixed monthly fee which is set over an agreed period of time. This helps you manage your cashflow & avoids any nasty surprises.

Reduced Costs

As IT systems become more sophisticated so does the knowledge required to manage them & the associated costs. By redeploying or removing the need for in-house IT expertise you can save money & time.

Better Customer Service

By redirecting focus away from managing your IT back onto your business, you are better equipped to focus on customer service & conduct more business.

Financial Adviser Solutions

swift21
Our hosted, fully managed service for Financial Advisers offering greater business performance, flexibility & reduced cost of ownership.

swift for SIPPs/SSAS
Designed specifically for pension administrators; developed together with real clients, it’s fully tried & tested.


Swift Fact Sheets

 

Swift Newsletter

Swift: Issue 1 - Autumn 2009
Swift: Issue 2 - Spring 2010
Swift: Issue 3 - Summer 2010

The thoroughbred
IT Solution for IFAs

More information

Better Client Management

Segmenting your client database to offer appropriate service propositions & deliver better client services.

Better Compliance

Managing your processes to ensure records are fully auditable & regulatory requirements are met.

Better Cash Management

Automated commission reconciliation & fee management viewed through our unique business intelligence capability for quicker payment, better cash flow & projection analysis.


Help us to help you

Whether it's to refresh your core technology, internet enable your business or improve business intelligence for better agility & self sufficiency, we have a solution to suit you.

Complete the information below & we'll show you a solution that's right for you & your business.


 


 


 



 

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