Financial Planner

SMSF Auditor Portal

• Query portal for convenient communication between
  the auditor, accountant, client and financial planner

SMSF Auditor Portal

• Query portal for convenient communication between
  the auditor, accountant, client and financial planner

Modules	Advantages
Client (CRM)	The online Client Data Collection screen with version control automatically populates/updates client data Easy access to comprehensive client data Links clients and entities to varied levels of access across planner, accountant, client, auditor, broker and dealer group Client insurance details, reports and email notifications Access to clients and all client related parties can be controlled by using permissions
Document management	Instead supports a paperless office by providing a central point to store, view, allocate and forward electronic documents Diffenrent parties to the client relationship can be granted varied access Capability for online access to a selected client’s document Includes emails & file notes Templates can be uploaded and printed after merging with the database using the Document Generator
Client (CRM)	The online Client Data Collection screen with version control automatically populates/updates client data Easy access to comprehensive client data Links clients and entities to varied levels of access across planner, accountant, client, auditor, borker and dealer group Client insurance details, reports and email notifications Access to clients and all client related parties can be controlled by using permissions
Document management	Instead supports a paperless office by providing a central point to store, view, allocate and forward electronic documents Different parties to the client relationship can be granted varied access Capability for online access to a selected client’s document Includes emails & file notes Templates can be uploaded and printed after merging with the database using the Document Generator