Our fully customisable investment platform offers real integration between CRM, Investment Platforms and SMSF programs, a complete view of wealth management positions and allows you to scale rapidly to focus on your individual client’s needs to name a few.
Practice Management Tools
Client management made easy
We offer fully customisable CRM systems that give you the freedom to automate operations and build stronger client relationships.
Fact Find and Risk Profiling Tool
Goals and Advice Sought
Client information including: Insurance and Health Cover, Estate Planning, Client financial information (ie Assets and Liabilities, Income and Expenditure)
Task Management including emails, phone calls, meetings and file notes
Cloud-Hosted Document/File Storage and Sharing Technology
Emails, Newsletters and Marketing Automation Technology