Benefits for Financial Planning Firms
Assessment, alignment and review
- Comprehensive due diligence
- Formal on-boarding protocols
- Detailed monitoring and accountability
Organised with purpose-built technology
- Cloud-based platform with all the tools and technology
- An integrated and centralised operating system
- Features to measure and assess the service performance outcomes
- User Guide with simple instructions and diagrams
Consolidated administration and reporting
- Allows you to administer referrals, communicate, record and report on critical service information in a professional, integrated and consolidated format for your operational staff and management representatives
Service demand and business activity
- Provides new client service opportunities and an extended referral network
- Increases service demand and activity
- Builds reciprocal referral relationships and a commercial network
- Supports the development, growth and prosperity of your business
Scale and efficiency
- Provides guaranteed economies of scale and operational efficiencies
- Reduces administration and service costs
- Provides guaranteed cost savings
Reputation and promotion
- Enhances your brand, credibility and reputation
- Showcase the true value and integrity of your service through your professional conduct