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    You are here: Home1 / Solutions & Services2 / SSP Adviser — IFA software & Financial adviser solutions

    SSP Adviser

    Your journey starts here

    • Overview
    • Features & Benefits
    • Gallery

    SSP Adviser is a modern, web-based client and policy management solution, servicing thousands of users and millions of business transactions. The system is a flexible, highly configurable solution designed for IFAs, wealth managers and financial service professionals and caters for both personal and corporate clients.

    “A great improvement and a huge step forward.” Paul Robinson
    Carematters Financial Planning
    “…it makes my life a lot easier because it’s so much quicker and responsive.” Samantha Stockman
    Stockman Financial Solutions
    “It’s clearly a system designed with the user in mind.” Paul Robinson
    Carematters Financial Planning

    Whether you’re an Independent Advisory firm, part of a regional or national network, or a specialist in a certain field like Mortgages, Protection, Healthcare or Employee Benefits, accessing the right products on the market and providing advice in a highly regulated environment to serve your clients profitably, is a common goal.

    Being able to identify the customers you want to target, undertake research and compare illustrations quickly and efficiently has become increasingly important. Selecting the right technology partner isn’t just about sourcing a suitable practice management system – it’s about fully digitalising your capability wherever you are.  Connecting you to the market and your customers in real time, in a secure and compliant environment. This allows you to focus on developing your business supported by using a simple and easy to use system.

    SSP Adviser supports your advice process, reduces administration costs and helps you to improve efficiency, so you can focus on the things that really matter – servicing your customers, future-proofing your business and improving your profitability.

    For more information on SSP Adviser, have a member of our team call you today.

    Request a call

    Making it easier to do business

    Downloads

    • Why choose SSP Adviser
    • Integration with SolutionBuilder
    iPipeline

    SSP creates new efficiencies with integration of iPipeline’s SolutionBuilder

    https://www.ssp-worldwide.com/wp-content/uploads/ipipeline-tile-logo.png 324 600 Press Office https://www.ssp-worldwide.com/wp-content/themes/enfold-child/images/ssp-logo.svg Press Office2018-04-25 10:33:252020-03-05 13:36:12SSP creates new efficiencies with integration of iPipeline’s SolutionBuilder

    SSP Adviser Features and Benefits

    Features

    SSP Adviser supports the advice process from lead generation to ongoing servicing by facilitating:

    • Client and policy management for individual and corporate clients
    • Extensive activity modules allowing you to manage new business opportunities and appointments
    • Fully configurable digital fact find
    • Integrated quotation engines and document management
    • Fully electronic commission and charge reconciliation capabilities
    • Electronic valuations (contract enquiry and bulk holdings)
    • Full feature configurable workflow
    • Extensive real-time management information
    Benefits

    Using SSP Adviser will enable you to:

    • Define new customer groups and build new service offerings for them
    • Leverage real-time data to provide tailored and comprehensive advice, illustrations and valuations
    •  Engage with your customers intuitively through CRM capabilities to enhance service delivery
    • Demonstrate secure and compliant processes, in line with regulation
    • Choose the fully hosted, managed service option for flexible access, peace of mind and reduced overheads

    Request a call today for more information about SSP Adviser

    Request a call

    SSP Adviser Screenshots

    SSP Adviser — IFA Software — Home Screenshot
    SSP Adviser Home
    SSP Adviser Action Menu
    SSP Adviser Action Menu Screenshot: perform a quick action on a client
    SSP Adviser Client Summary Screenshot
    SSP Adviser Client Summary
    SSP Adviser Add A Policy Screenshot
    Add a policy: select a category
    SSP Adviser Find Policy Plan Screenshot
    Add a policy: find a policy plan
    SSP Adviser Policy Details Tab Screenshot
    Add a policy: policy details tab
    SSP Adviser Advanced Search Screenshot
    SSP Adviser Advanced Search

    “SSP Worldwide has a long-standing reputation for being able to build scalable solutions for large adviser businesses. Historically, I was always surprised how regularly it was beating 1st Software, the original company behind Adviser Office, when it came to really big accounts.”

    “Recently SSP has been doing a lot of work to overhaul its platform and it really should be on a shortlist for any large system reviews.”

    Ian McKenna,
    Finance & Technology Research Centre Director

    Ian McKenna: Hard facts on adviser software

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