It's a simple and easy to use CRM system with Adviser tools that help show the value of your advice.More Information
The Debt Recycling System will illustrate the benefits of debt recycling to clients quickly and easily, from initial engagement through to review.More Information
It's a direct connection between you & your clients to help them manage their personal financial affairs.More Information
A CRM system that quickly and easily filters client by strategies, records file notes, tasks, identifies clients for FDS & Opt In, sends message to clients, newsletter and SMS messages.More Info
An electronic fact find that allows you to store, record and report important client information in a secure, central location.More Info
Allows you to complete a retirement income stream projection showing how long money may last in retirement.More Info
Shows projections on how much Superannuation a person may accumulate leading up to retirement and how much needs to be accumulated to meet their retirement income goal.More Info
Allows you to complete a loan schedule for each loan showing how long it may take to pay out a loanMore Info
Allows you to complete an insurance needs analysis for Death Cover, TPD Cover & Trauma Cover.More Info
Allows you to complete a savings schedule for each savings goal.More Info
Illustrates the benefits of debt recycling to clients quickly and easily, showing time to repay home loan, tax savings and Investments accumulated on a yearly basis.More Info
A system that stores the actual Home Loan adjustments at each debt recycling review period.More Info
Records and stores the actual results for the recommended debt recycling strategy at each review period.More Info
A personalised communication hub between you and your clients allowing you to upload and store documents and weblinks. You can also send newsletters and marketing campaigns in a cost effective way. (A great way to save on postage).More Info
Allows you to track and record client goals according to time frame and priority with the ability to add an image to create a more personalised visual format.More Info
Allows you and your client to compile a budget (spending plan) quickly and easily. Allows you to track and monitor cash flow from your office. Create cash flow reports by the click of a button.More Info
The system is branded with your logo and adviser name. Select your own colour theme.
Client friendly PDF reports can be generated with your adviser name and logo.
Cloud based with data stored in Australia under strict privacy standards. Access 24/7.
Client's access their Client Portal system directly from your website.