Comprehensive Client Records – Holds each client’s data eg fact find information, personal data, policies, incomes, outgoings etc., documents plus compliance information

Contact Management – Keep a full record of all interaction with the client, through contact notes and case notes. Automatically record, letters, emails sent, reports created and actions taken

Reviews & Reminders – Lists all review and reminders using the Action List function. Each client or case can have regular review cycle at any monthly frequency. Tasks can be assigned to specific persons.

Contract Enquiries and Bulk Valuations – Automated valuation feeds from many providers and platform giving updated valuations.

User Access Control – Assign permissions to your users to ensure security and privacy of your customer data.

Power Search / Extract Functions – Search with any two combinations of fields. Define and “memorise” your search for ease of re-use.

Document Management – Store all your relevant client documents in the client folders. Control access to sensitive client documents through user access controls.

Pipeline Management – All pending cases can be marked for tracking. Define standard actions which can be simply copied to each new business case.

Workflow – Define steps for your business processes. System can automatically flag action items for attention. Full audit trail of all actions taken.

Client Reporting – Various valuation reports and schedules available and Custom reports are also possible.

Business Reporting – New business register automatically produced. KPI reporting and various administration reports.

Letter and Email Production – Administrative letters created using templates. Bulk emails can be sent to whole database or groups of clients.