Solution introduction
Streamline your administrative tasks
Office is designed to help financial intermediaries manage their back-office operations and support their forward-facing activities
Admin Tools
Our tools address the challenges faced by principals, managers, and administrators by providing them with the necessary resources to streamline their workflows and increase efficiency.
Campaign Manager
With Campaign Manager, you can target your client base by creating your own sales and marketing campaigns.
Performance Explorer
You can easily report on your company’s written, completed and banked performance. Analyse historical sales and KPI data, identify trends, training gaps and needs, and gather data for RMAR.
