Enter data once, and seamlessly integrate all your client file information into every part of the advice process.
The ability to set up and tailor client portals for any or all of your clients forms part of our core CRM module.
Enjoy the flexibility to design & run your business processes how you choose.
Our advice wizard is integrated to the CRM module and risk, super and investment research capabilities.
Remove data re-entry and reduce the time to produce sophisticated and tailored advice documents.
Financial Planning professionals expect their software to provide a holistic view of their clients financial position.
Run monthly cash flow projections and model and compare multiple scenarios.
You know how valuable your data is and how powerful having access to the right information at the right time can be.
No matter what document you are preparing for your clients, reusable components provide flexibility & speed.