Automate your advice with our boxed investment and wealth advice software tools and plan writing…
Automate your Investment advice workflow with our boxed investment and wealth advice software tools and give your clients a comprehensive visual picture of their options, plus have a complete audit trail of the advice you give. Our Investment and wealth advice software tools are setup with pre-built templates and workflow processes, all you have to do is add your company name and logo.
Have clients complete an online discovery process, to assess their needs, and use the information to pre-populate your documents. Easy comparison and matching of customer and appropriate products / providers.
Add our modelling or online calculator tools, as optional extras, to visually show the value of your advice, generate leads from your website and aid your advisers in sales.