Our benefits

Explore the benefits we offer

Discover our core and premium features designed to empower advisers, streamline their workflow, boost productivity and improve relationships through our award-winning CRM.

Our features

Web-based FactFind

Client-facing FactFind

Client Portal

Integrated Sourcing including Mortgage, Protection and GI

Diary Integration with external diary systems

Lead Management

Case Management

Structured Business Reports

Sales Progression Workflow

Compliance Management

Lead Integration through API

MI and Business Activity

Marketing Functionalities

TCF Questionnaire

Commissions and Reconciliation

Full Database Configuration Suite

Our features

Web-based FactFind

Client-facing FactFind

Client Portal

Integrated Sourcing including Mortgage, Protection and GI

Diary Integration with external diary systems

Lead Management

Case Management

Structured Business Reports

Sales Progression Workflow

Compliance Management

Lead Integration through API

MI and Business Activity

Marketing Functionalities

TCF Questionnaire

Commissions and Reconciliation

Full Database Configuration Suite

A few little extras

Other 360 Lifecycle products

A full end to end client facing FactFind solution for advisers.

Manage clients, appointments and create new opportunities.

Real time reporting, marketing capabilities and a workflow system.

Our portal allows advisers and clients to interact securely.

Easily administer commissions and organise payments.

A few little extras

Other 360 Lifecycle features

A full end to end client facing FactFind solution for advisers.

Manage clients, appointments and create new opportunities.

Real time reporting, marketing capabilities and a workflow system.

Our portal allows advisers and clients to interact securely.

Easily administer commissions and organise payments.

Overview

Our Products

Features

Our benefits

Explore the benefits we offer

Our features

Web-based FactFind​

Client-facing FactFind

Client Portal​

Integrated Sourcing including Mortgage, Protection and GI

Diary Integration with external diary systems

Lead Management​

Case Management​

Structured Business Reports

Sales Progression Workflow​

Compliance Management​

Lead Integration through API​

MI and Business Activity​

Marketing Functionalities​

TCF Questionnaire​

Commissions and Reconciliation

Full Database Configuration Suite ​

Our features

Web-based FactFind​

Client-facing FactFind

Client Portal​

Integrated Sourcing including Mortgage, Protection and GI

Diary Integration with external diary systems

Lead Management​

Case Management​

Structured Business Reports

Sales Progression Workflow​

Compliance Management​

Lead Integration through API​

MI and Business Activity​

Marketing Functionalities​

TCF Questionnaire​

Commissions and Reconciliation

Full Database Configuration Suite ​

A few little extras

Other 360 Lifecycle products

A few little extras

Other 360 Lifecycle features

Follow us

Follow us

Products

Company

Resources

Web-based FactFind

Client Portal

Lead Management

Case Management

Sales Progression Workflow

Compliance Management

Lead Integration through API

MI and Business Activity

Marketing Functionalities

TCF Questionnaire

Full Database Configuration Suite

Web-based FactFind

Client Portal

Lead Management

Case Management

Sales Progression Workflow

Compliance Management

Lead Integration through API

MI and Business Activity

Marketing Functionalities

TCF Questionnaire

Full Database Configuration Suite