HOW WE’RE DIFFERENT

WHY IT MATTERS

MARKET-LEADING USABILITY

  • Delivers lower key person risk & greater productivity – day in, day out

INTUITIVE NAVIGATION

  • Delivers lower training requirements & greater efficiency – day in, day out

DIY WORKFLOWS

  • Avoid expensive 3rd party consulting costs and no delays in implementing changes you may want.

COMPLETE FoFA TOOLS

  • Ensure that both you and your clients are protected and the automated audit trails are always available.

POWERFUL, ENABLING TOOLS

HELPING YOU BUILD & MANAGE YOUR BUSINESS EFFICIENTLY & EFFECTIVELY

Optimise Your Client Relationships
  • Genuine built-for-purpose cloud-based CRM
  • Fully integrated diary & email functionality (integration with all major email systems)
  • Manage one client – or your whole database – through one screen
  • Market-leading mobile capability (phone & tablet)
  • Automatic time-stamped document & email storage
  • Templating of letters & emails
  • Cash flow modelling
  • Full profiling, including risk-positioning
  • Comprehensive coverage of TTR, Centerlink, etc
Model Their Futures
Fire Up Your Sales & Referrals Funnel
  • Account grading
  • Blast email capability
  • Lead management (prioritisation & contact diarising)
  • Full referral tracking
  • Fully FoFA compliant (Fact find, Opt-In, FDS, etc)
  • Customisable workflows
  • In-built datafeeds from all major product and platform providers,
    including Class
  • Open API enabling integration with other best-of-breed tools
Drive Your Compliant Advice Process
Manage Your Dealer Group
  • Full look through capability
  • Template and APL discipline-capable
  • Comprehensive time-stamped audit trails
  • Industrial strength data security
  • Group-wide customisable workflow & process management capability

what we offer

WE PROVIDE SERVICES FOR

Optimise Your Client Relationships
  • Genuine built-for-purpose cloud-based CRM
  • Fully integrated diary & email functionality (integration with all major email systems)
  • Manage one client – or your whole database – through one screen
  • Market-leading mobile capability (phone & tablet)
  • Automatic time-stamped document & email storage
  • Templating of letters & emails
Model Their Futures
  • Cash flow modelling
  • Full profiling, including risk-positioning
  • Comprehensive coverage of TTR, CenterLink, etc
Fire Up Your Sales & Referrals Funnel
  • Account grading
  • Blast email capability
  • Lead management (prioritisation & contact diarising)
  • Full referral tracking
Drive Your Compliant Advice Process
  • Fully FoFA compliant (Fact find, Opt-In, FDS, etc)
  • Customisable workflows
  • Customisable workflows
  • In-built datafeeds from all major product and platform providers,
    including Class
  • Open API enabling integration with other best-of-breed tools
Manage Your Dealer Group
  • Full look through capability
  • Template and APL discipline-capable
  • Comprehensive time-stamped audit trails
  • Industrial strength data security
  • Group-wide customisable workflow & process management capability
  • Group-wide customisable workflow & process management capability

what we offer

KEY FEATURES

cashflow

superlogic

client management

calculators