The 'Momentum' system will be rolled out in the next few weeks, marking a key step in the development of Vision technology.
The network's director, Chris May, said that the software addition was a 'vital' part of Vision's development plans for 2008.
He said: "Following an extensive evaluation of the systems on offer we have no doubt that Momentum is by far the best available and we are delighted to be able to offer it to our members and business partners."
Momentum enables the adviser or administrator to manage the full client lifecycle from lead through to completion, reducing the amount of time spent on administration - streamlining the process.
The system supports the complete sales process (which can run either 'on' or 'offline') including initial disclosure document, fact find, illustrations, recommendations, applications, demands & needs statement, mortgage record of suitability letter, electronic submission and case tracking.
The integrated systems acts to support the sale of mortgage, life, general insurance, investment and pension products.
Jon Whitmore, managing director at Crystal Software, added: “The implementation at Vision will see some exciting developments to Momentum including improved recruitment and referencing functionality and of improved support for pensions and investments.”
