Practice Manager
Manage your entire practice from one place, with visibility across advice delivery, clients, teams, profitability and compliance, while controlling the processes and standards used across the business.
Workspace
Start each day with a clear view of what needs your attention across the practice. Bring together notifications, reminders, tasks, team activity and key practice information so you can prioritise quickly, resolve issues and keep the business moving.
Advice Delivery
See where every client sits across the advice process, from engagement and analysis through to advice preparation and implementation. Identify delays, outstanding actions and workload pressures early so advisers and support teams stay on track and advice is delivered efficiently.
Client Management
Maintain a practice-wide view of client activity, reviews, service commitments and outstanding actions. Identify clients requiring attention, monitor service delivery and uncover opportunities to strengthen relationships and grow the practice.
Practice Performance
Understand how the practice is performing across revenue, profitability, clients, advisers, activity and capacity. Use live practice information to identify trends, compare performance and make better decisions about resources, productivity and growth.
Compliance
Set how your practice operates and maintain oversight of its obligations. Control workflows, processes, email templates, portfolio models and practice standards while monitoring adviser compliance, CE points and outstanding requirements to keep the business consistent, current and on track.