Features




Client Relationship Management
Comprehensive FNA
Estate Duty, CGT and Liquidity Analysis



Comprehensive Cash Flow and Calculation Views
Budget and Tax Assessment
Scheduled Client Review Management



Client and Advisor Reminders
Maturity and Renewals Management
Comprehensive Client Portal



Client Dashboard
Integrated AUM Reporting
Integrated Commission Reporting



Comprehensive Compliance Management
Customisable Client Categorisation
Automated Document Creation



Customisable Document Management
Document Categorisation and Sharing
Complete White Labelling



Dynamic Multi-layer Practice Dashboards
Built-in Newsletter Creation and Distribution:
Built-in Client Video Conferencing:



Geo-redundant, Secure and Recoverable Hosting:
Local Telephonic, In-app and Email Support