AdviserCentre

It's a simple and easy to use CRM system with Adviser tools that help show the value of your advice.

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DebtRecyclingCentre

The Debt Recycling System will illustrate the benefits of debt recycling to clients quickly and easily, from initial engagement through to review.

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ClientCentre

It's a direct connection between you & your clients to help them manage their personal financial affairs.

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AdviserCentre

​improve your service offer with these simple & easy to use Adviser Tools.

Client Service Manager

A CRM system that quickly and easily filters client by strategies, records file notes, tasks, identifies clients for FDS & Opt In, sends message to clients, newsletter and SMS messages.

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Statement of Position

An electronic fact find that allows you to store, record and report important client information in a secure, central location.

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Loan Projections

Allows you to complete a loan schedule for each loan showing how long it may take to pay out a loan

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Products & Payments

Upload your payment statements to see all payments received across products for all clients. See income received for the last 12 months by the click of a button.

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Retirement Income

Allows you to complete a retirement income stream projection showing how long money may last in retirement.

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Savings Projections

Allows you to complete a savings schedule for each savings goal.

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Business Statistics

Shows information about your business such as revenue from advice segments, products, income received between revenue bands, income generated by advisers, income received across particular age bands and clients doing particular strategies.

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Retirement Analysis

Shows projections on how much Superannuation a person may accumulate leading up to retirement and how much needs to be accumulated to meet their retirement income goal.

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Insurance Needs Analysis

Allows you to complete an insurance needs analysis for Death Cover, TPD Cover & Trauma Cover.

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DebtRecyclingCentre

​Tools that illustrate the benefits of debt recycling to clients quickly and easily.

Debt Recycling Illustrator

Illustrates the benefits of debt recycling to clients quickly and easily, showing time to repay home loan, tax savings and Investments accumulated on a yearly basis.

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Loan Tracker

A system that stores the actual  Home Loan adjustments at each debt recycling review period.

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Strategy Tracker

Records and stores the actual results for the recommended debt recycling strategy at each review period.

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ClientCentre

A direct connection between you and your clients with client access from your website.

Client Portal

​A personalised communication hub between you and your clients allowing you to upload and store documents and weblinks. You can also send newsletters and marketing campaigns in a cost effective way. (A great way to save on postage).

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My Goals

Allows you to track and record client goals according to time frame and priority with the ability to add an image to create a more personalised visual format.

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Money Track

Allows you and your client to compile a budget (spending plan) quickly and easily. Allows you to track and monitor cash flow from your office. Create cash flow reports by the click of a button.

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All plans include:

Branded with Your Logo

The system is branded with your logo and adviser name. Select your own colour theme.

Client PDF Reports

Client friendly PDF reports can be generated with your adviser name and logo.

Access Anywhere, Anytime

Cloud based with data stored in Australia under strict privacy standards. Access 24/7.

Access Anywhere, Anytime

Client's access their Client Portal system directly from your website.

Contact us for a demonstration.

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