Are you using a number of different systems
to manage your advice process and capture
client data? If so, you need a more efficient way
to run your business.
Our solution
An easy-to-use system with single data
entry that integrates your front-office
processes (such as collecting fact-find
data, SoA generation and workflow
tasks) with back office product
transactions and administration.
AdviserNETgain combines relationship
management and workflow with
portfolio planning and management
tools. Automate your operations
and reduce costs and errors using
AdviserNETgain.
Optional integrated solutions include:
AdviserNETgain Core
AdviserNETgain Core is a comprehensive online business solution, that allows you to manage your:
- client database and portfolios
- marketing activities
- business workflow processes
- advice process from fact find through to SoA
- report on your client’s portfolios
AdviserNETgain modelling
Access to XPlan’s modelling tools to help you calculate and model the potential tax, super, and cash-flow outcomes of particular financial planning strategies for your clients.
AdviserNETgain
- Additional hosting / storage
Store up to 200Mb per adviser at no additional
cost.
AdviserNETgain
- Additional training beyond foundation
Additional training for your staff if required.
AdviserNETgain
- Consulting services - templates,
SoAs
Our specialists can help you set up your own
templates and SoAs.
AdviserNETgain
We can you convert your data to
AdviserNETgain.