Solution introduction
Broker Admin Tools
Software for IFAs and M&GI brokers. Operating in the retail financial services market
Features
My Business
Track records of all your active policies and it's related turnovers
Task Manager
Manage tasks for your company and employees while tracking time spent on each
Quoting Integrations
Get your live quotes through our integrations with defaqto, iPipeline and Twenty7Tec
Client Management
Organise all your clients into one only system. Create your own customised fact finds, and much more.
T&C
Improve your knowledge through the Training and Competence section, record your qualifications and get your CPD registered
Document Library
Get your documents done faster by using our document library templates and our suitability report automatic generator
