IFA support services operation Bankhall has teamed up with software provider 1st Software to market the company’s Adviser Office system to member intermediaries.
Bankhall has 2,500 member firms who will be eligible for up to 20% off the normal cost of the Adviser Office technology. Rory Curran, managing director of 1st Software, said: ‘We already have 40% of the country’s leading IFA firms using Adviser Software…We are delighted to be working with Bankhall and thoroughly share their commitment to support adviser firms with technology advice and solutions which help maximise their future business potential.’
1st Software also deals with Prudential, Scottish Life, Scottish Widows, Norwich Union, Axa, Cofunds, Selestia, Fidelity, Scandia and Transact.
Nigel Hopwood, IT director at Bankhall, said: ‘Technology is the key to creating efficiencies in this industry. Advisers need to be able to capture client information once and re-use it for a multitude of purposes when providing advice.’