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