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Adviser Testimonials

"We first came across this system via an insurer recommendation and it was one of the best and most productive referrals we have had.

Looking for an Auto Enrolment Scheme is not only labour intensive, but quite laborious, especially when trying to implement a scheme design for a variety of employer sizes. 

This system was a god send.  It takes away most of the pain of researching the providers, narrowing down by analysis, to just a few providers for your recommendation. For most firms, this is almost an impossible task.

The system is surprisingly easy to use and constantly updated”

Karen Barwick – Director, Laurus Associates

 

“In the AE research process it is critical that Advisers have a comprehensive tool to determine his / her recommendations.

F&TRC have enabled the Adviser in this process by making Quality Analyser a comprehensive and easy to understand solution at the point of sale with the client in mind”

Roy McLoughlin – Cavendish Ware


Welcome to AdviserSoftware.com. This site offers a new industry destination providing advisers with a comprehensive range of information on products, propositions and software designed to help them run their businesses including:
  • Extensive research tools to compare products and propositions for life and pension providers, platforms and other organisations supplying personal finance products
  • A similar range of comparison tools to help advisers compare different software services
Further services will be announced in the coming months.

If you would like to access the service please follow the directions on the relevant sections below.

Financial Advisers and Employee Benefit Consultants

Please, register from the link on the right hand side of this page.

Once we have received your registration we will send you a password.

Life & Pension providers, Platforms and other financial institutions
Please contact your normal F&TRC contact to discuss access arrangements

Software Providers and other industry participants
Please register via our separate website www.advisersoftware.net for access.

Please note that when registering we can only grant access to the system to individuals engaged in the financial services industry using an office e-mail address from an established organisation. Registrations cannot be set up from web mail accounts such as G-Mail, AOL, MSN, Outlook.com or personal e-mail accounts provided by an Internet Service Provider e.g. BTinternet, Virgin, etc.
 

 

 
 
 
 
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