SSP for financial advisers

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.

SSP Adviser

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.

See the benefits

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.

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“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

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SSP Adviser 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

SSP Adviser 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

SSP Adviser Screenshots

SSP Adviser — IFA Software — Home Screenshot — SSP Adviser Home

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

Latest news

SSP for financial advisers

SSP Adviser

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SSP Adviser features

SSP Adviser benefits

SSP Adviser Screenshots

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