Features
Client Relationship Management
Estate Duty, CGT and Liquidity Analysis
Comprehensive Cash Flow and Calculation Views
Integrated Commission Reporting
Comprehensive Compliance Management
Document Categorisation and Sharing
Dynamic Multi-layer Practice Dashboards
Built-in Newsletter Creation and Distribution
Built-in Client Video Conferencing
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