CAREERS AT SSP SUPPORT PORTAL KEYCHOICE UK / EUROPE HOME WHY SSP? SOLUTIONS & SERVICES NEWS RESOURCES CONTACT US HOME / Solutions & Services / SSP Adviser — IFA Software & Financial Adviser Solutions 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 FEATURES & BENEFITS GALLERY 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. REQUEST A CALL “A great improvement and a huge step forward.” Paul Robinson Carematters Financial Planning DOWNLOADS Why choose SSP Adviser? Integration with SolutionBuilder SSP creates new efficiencies with integration of iPipeline’s SolutionBuilder Endsleigh commits to SSP hosted technology in new 5 year deal St. James’s Place commits to SSP’s financial services technology with a new 5-year deal 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 HOME PREVNEXT “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 RESOURCES FOR INSURERS FOR BROKERS FOR ADVISERS SSP EYE SSP OFFICES REQUEST A CALL © Copyright SSP Limited. SSP Intelligent Quotes Hub and SSP Verify are registered trademarks of SSP Limited. Acceptable use policy Cookies Coronavirus Procedures Modern Slavery Act Privacy Terms and conditions Request a call UK / EUROPE AFRICA ASIA PACIFIC US