A straightforward, easy-to-use, low-cost, fully functional, back-office solution for Independent Financial Advisers.
Supplied pre-loaded with your company's data
Annual Fee including Free Installation, Free Training, Free Support and Maintenance, Free Updates
and No Extra Charge for Multiple User Licences. |
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A specialist data entry service for Independent Financial Advisers
We can convert handwritten New Business Registers, policy provider information downloads and printouts, your own spreadsheets, data in various databases and legacy systems and all of your commission statements into a coherent, consistent and accurate dataset with a full set of management information reports |