Solution introduction
Manage all leads and opportunities
Your comprehensive lead and opportunity manager, allowing advisers to efficiently drive sales and handle their activities
Hotbox
The Hotbox is a cutting-edge feature that provides a focused window into your client bank, allowing you to efficiently manage all your leads and opportunities from one centralised location.
Diary
Our multifunctional diary is a game-changer when it comes to scheduling your day. With its intuitive interface and powerful features, you can easily block out time for client appointments, meetings, or simply set reminders for important tasks.
Case View
Case View is the ultimate information hub for all your client-related needs. It provides a centralised location where you can store all client documents, portfolio information, and policy details, allowing you to manage everything in one convenient place.
