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 Dashboards

   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