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User Types

Dealer Group

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, 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 Diffenrent parties to the client relationship can be granted varied access Capability for online access to a selected client’s documents Templates can be uploaded and printed after merging with the database using the Document Generator
Portfolio Administration	Convenient and online access to current reports across tax, portfolio, transactions and parcels. Exportable to excel or pdf Ability to customise reports and use own branding online
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 Diffenrent parties to the client relationship can be granted varied access Capability for online access to a selected client’s documents Templates can be uploaded and printed after merging with the database using the Document Generator
Portfolio Administration	Convenient and online access to current reports across tax, portfolio, transactions and parcels. Exportable to excel or pdf Ability to customise reports and use own branding online