Have you been considering moving away from Adviser Office – and more importantly, do you have to go through the headache of changing systems?
“Adviser Office remains a major force in terms of back office systems in the UK IFA sector,” says David Littleboy, ITSOL Managed Services Director and IT industry expert. “ITSOL has over twenty years in this market caring for our IFA clients, and although we look after clients who use all of the mainstream back office systems, we are acutely aware of the disruption caused when clients change back office systems in terms of staff retraining, customer familiarisation and general business interruptions.”
A core solution to this is our hosted remote desktop environment.
Having provided hosted solutions for our clients for some time, it is clear that there is a wider demand for a completely hosted remote desktop environment which contains not only Adviser Office, but also all of the other elements which integrate with AO including –
- Microsoft Office applications
- a realistic amount of data storage
- a robust back up strategy including the requisite number of data restore points
- remote desktop scanning
- if required, a document management system
- and, finally, connections to third party software vendors such as moneyinfo, who provide a first class product which, when added to Adviser Office and our hosted remote desktop environment, gives a hugely desirable matrix of products and services that takes away the mammoth headache of needing to change back office systems.
SEE OUR FULLY COSTED AND DETAILED INFORMATION ON OUR IFA REMOTE HOSTING SOLUTION
“Adviser Office is a robust system which, when brought into our hosted environment and when augmented by moneyinfo, gives clients the best possible overall proposition,” adds David Littleboy.
Sim Sangha, Business Development Director, moneyinfo limited, says: “We are seeing that many adviser businesses using Adviser Office are reluctant to switch to alternative systems due to the strong functionality it offers. Switching systems often involves staff disruption, significant re-training and data cleansing exercises. However these businesses also recognise the need to remove expensive servers and are aware that alternative options appear to offer better online and mobile client reporting solutions.
ITSOL has recently launched a cloud-based managed service giving advisers the option to stay as they are, avoid any disruption and remove the expensive IT infrastructure currently in place. As Adviser Office integrates well with moneyinfo’s bespoke client portals, firms stand to benefit from the strongest digital client reporting and communication experience available in the marketplace.”
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