Set your practice settings, defaults and compliance checklists and monitor your FDS, KYC and other compliance requirements using the tracking and alerts functionality.
Workflows, tasks and compliance checklists streamline practice management processes, ensuring better advice delivery with greater efficiency. Customise your business settings and documents.
To monitor and review the practice using analytics and ratios features and determine and track your cost to serve and set pricing.
White label the software by adding your logo, business information and choose your colour pallet.
Set your practice settings, your default assumptions and risk profiles.
Use the adviser activity dashboard, and the built in analytics and ratios to manage the practice.
Know your Client (KYC) data in the client database.
Questionnaire Templates
Included templates for the secure Client Portal:
Emotional Wellbeing
Financial Information
Documents & Reports Templates
Documents and reports for each of the above questionnaires. Plus:
Monitor your Ongoing Service Agreements (OSA) Financial Disclosure Statements (FDS)