SSP Adviser is a cloud-hosted, web-based client and policy management solution designed for independent financial advisers (IFAs), wealth managers, and financial services professionals. It provides a comprehensive suite of functionalities to support the entire advice process, from lead generation to ongoing client servicing. Built on modern Microsoft technologies and hosted on Amazon Web Services (AWS), SSP Adviser offers flexibility, scalability, and seamless integration with other systems.

Key Features

Client and Policy Management Comprehensive tools for managing individual and corporate clients

• Client administration and policy management
• Extensive activity modules for new business opportunities and appointments

Advice Process Support Features to streamline the financial advice workflow

• Fully configurable digital fact find
• Integrated quotation engines and document management
• Electronic valuations (contract enquiry and bulk holdings)

Financial Management Tools for managing commissions and charges

• Fully electronic commission and charge reconciliation capabilities
• Real-time management information

Compliance and Workflow Features to ensure regulatory compliance and efficient operations

• Configurable workflow to match business processes
• Secure and compliant processes in line with regulations

Benefits

Improved Efficiency Streamline operations and reduce administrative costs

• Single integrated platform for all aspects of business management
• Configurable technologies to simplify business processes

Enhanced Client Service Tools to provide personalized and comprehensive advice

• Leverage real-time data for tailored advice, illustrations, and valuations
• CRM capabilities to enhance service delivery

Scalability and Flexibility Adapt the system to meet unique business requirements

• Scalable solution to support business growth
• Option for fully hosted, managed service for flexible access