1st - The Exchange, the UK-based financial services technology firm, and Octopus Investments, the investment specialist, have teamed up to offer different valuation services to advisors though 1st - The Exchange’s back office software solution, Adviser Office.

The partnership is designed to ensure advisors can flow, track, and download reports for all client portfolios without having to request them directly from Octopus.

“The new integration not only makes on-going business easier for advisors, but it also helps them to prepare for the forthcoming RDR regulations,” said Guy Myles, managing director and co-founder of Octopus.

“It is a service which can run unattended through automated processes. The technology assists advisors in managing exceptions, allows more efficient valuation reporting and increases their visibility of clients’ portfolios.”

Octopus currently offers a range of investment, including venture capital trusts, enterprise investment schemes, and inheritance tax investment solutions.

Karen MacKenzie the desktop product manager of 1st - The Exchange said: “With this new partnership with Octopus Investments our users can now receive a completely automated schedule of bulk updates and valuations for all their clients in a single file, including all investments, cash and portfolio assets held – offering significant time savings on valuation and client servicing activities.”