CreateAdvice - Launching Q4 2010
CreateAdvice is designed to move you from finding out what your client needs to delivering the solution swiftly. No software is downloaded so updates are automatic and very secure access can be found anywhere you can connect to the internet. And when we say secure we mean it! Create Advice has been designed to work in compatability with firms existing database systems, other existing research programs and document mangement systems.
For a low monthly cost you have access to a tool which will help you to:
research your clients existing plans using dynamic questioning
recommend a new plan
use your suitability letters to write to clients and remind you when you agreed to review their plans automatically by way of an email to your inbox
share contacts
view work in progress
use the buddy system to work on clients with a colleague.
We believe this is the most RDR and TCF friendly tool available.
Actually that's just the basics. If you have multiple advisers in your firm the advanced version will help supervisors to manage advisers, provide reports on performance for TCF, alerts supervisors to potentially higher risk cases, and intelligent cashflow helps you to anticipate future income.
If you are suddenly very busy and do not have the capacity to perform this work, NobleMcCall can undertake this, saving all records to your own user details.
Click here to visit the website of CreateAdvice (available Dec 2010).