Officeweb
Designed for the multiple adviser IFA business
Officeweb is the market leading IFA back-office CRM and administration software solution.
It streamlines key administration processes, giving advisers more time to strengthen customer relationships and grow their business.
At a time when reduced costs and improved efficiency are high on the agenda, Officeweb is the ideal solution.
Designed around a centralised customer database that stores all client records, contact history and policy details, it gives advisers a concise, single view of each client.
At a glance:
- market leading IFA back-office CRM and administration system
- streamlines key administration processes
- reduces administration costs and improves customer service
- maximises the efficiencies of electronic trading flexible solution which can respond quickly to market developments
- modular and configurable solution providing the benefits of a bespoke system at a packaged price
- integrated with Exweb, our leading financial intermediary portal.
Download our Officeweb overview