About Financial Advisors
Consistently deliver exceptional service with an easy-to-use solution designed to make your business run seamlessly. Organise your business, drive productivity, simplify compliance, and be prepared for future growth. Empower your teams to work anytime, anywhere.
Client Information at your Fingertips
Maximise the value of your book of business. Keep all your client information in one central location. Gain an insight into your client’s interest and investment preferences to offer the services and best products tailored to the individual needs.
Eliminate time consuming administration, create greater productivity, and focus on meaningful client engagements. Automate processes and workflows for client onboarding, trade recommendations and client acquisition. Ensure consistency with customer interaction and adhere to regulatory compliance requirements.
Monitor Metrics & Track Progress
Built in customised dashboards and reports to identify performance metrics crucial to your organisation in real time. Be able to identify specific clients or groups that meet a specific, predetermined set of criteria.
Access all the relevant information regarding clients and projects anytime, anywhere, 24/7. While at home, in the office or onsite, important information can be accessed quickly. Enhance productivity and business decision-making with accurate, real time data.
Stay in Compliance
Keep complete records of every client call with automatic call logging. Automate audit trail creation with a filterable history of changes to address book fields, notes and documents.
Empower every member of your team, drive productivity and organisation, and manage regular review plans and annual policy renewals.
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