Services include Remuneration and Valuations. Light Blue. Never has there been more back office software choices for companies. We are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. In turn, a back office application has no such direct relation. Bobsguide is directory of Middle office Solutions from software vendors for Back Office Software. Back Office experience and insights. Light Blue. Our expert team of professionals is dedicated to delivering the highest quality, customized service in this specialized industry. 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 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. Customized to how your firm processes its business, Maestro® is the new reference standard for back-office and commissions processing. 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. Light Blue. Request a demo See more. For financial advisers. Can financial advisers really achieve a paperless back office? If you are looking for a Virtual Assistant, with extensive experience in the Financial Services industry, you’ve come to … Maintaining the integrity of the financial market is a key objective for the FCA. If you’re not a UK financial adviser, please visit the customer website: pru.co.uk. These tools will assist you in evidencing your expertise for the benefit of clients and compliance purposes. 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. Secure client portal. 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 … Providing the perfect back office support for Financial Advisers. Light Blue. The reality is these software solutions are built on obscure and outdated data models and which severely limit data access. A platform for success. 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. 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. 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. Find and compare top Investment Management software on Capterra, with our free and interactive tool. Try it with our free one month trial. Registered office: 65 Gresham Street, London, EC2V 7NQ. In the current climate, it is important for firms to maintain effective systems and controls to prevent money laundering and terrorist financing. 22. Middle and Back Office software from vendors listed at Bobsguide. Light Blue. 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. Filter by popular features, pricing options, number of users, and read reviews from real users and find a tool that fits your needs. CURO is the must have next generation solution for modern financial planning businesses. Our main product is a back-office administration system for Financial Intermediaries and General Insurance Brokers. 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. 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. Professional indemnity insurance for financial advisers; ... Financial crime systems and controls. Previous Pause Next. Back-office systems must work seamlessly with continuous product development to drive greater value and propel growth. 1 of 8. Request a demo See more. 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. 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