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