Solution introduction

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

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.

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