The first software in Australia to track and trace the delivery of every core financial planning process at practice and licensee level to the second. A step change in practice performance management, efficiency and profitability.

Turn Around Time and Cost Per Unit of output for all key processes in your practice. Every process tracked every day to the second with individual team member and top down business view. KLIP provides extraordinary insight into the true efficiency of your back office. To grow your margins, eliminate cost, drive efficiency and scale your practice you require insight on the performance of your operation. KLIP delivers that insight every day.

Return on investment per adviser, number of outbound calls per adviser per day, conversion ratios and adviser rankings at licensee and practice level every hour of every day, KLIP will illuminate where your money is being made and lost.