The e-Valuations Module of 1st’s Adviser Office product is currently in pilot and due for release over the coming months. It will offer real time automated links to 19 providers, with more to come in the future, and will allow advisers to group and manage manual valuations by provider. A group schemes import wizard will allow Bulk Data Files to be imported directly into Adviser Office reducing the need for this to be manually keyed in. The Bulk Data Files must be supplied in the ORIGO defined file layout.
1st Software pilots new solution for group pensions
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