Radically reduce admin time with single customer views, built-in workflows, templates, drag-and-drop advice documentation and powerful portfolio management.

Grow with the flow

The seamless adviser CRM
Regardless of whether you’re a financial planner or a private wealth manager, streamlined data integration and information handling increases efficiency, reduces errors and manages compliance. Less stress all round.

• No double-handling of data
• Client information integrated into every part of the advice process
• Take bulk actions directly from search results
• Manage your practice easily, from branded templates to protocols to custom workflows

Engaging client portal
Easily personalise access, interactions, document sharing and communications with clients at a bulk or individual level. Optional and configurable for every client.

• Integrate with Openmarkets Execution for seamless intraday updates
• Overnight portfolio holdings from major platforms and wraps
• Push notifications to your end-investors and allow opt-in
• Offer tools like insurance needs and risk profile reviews

Comprehensive workflow and process management
Generate serious efficiencies across your practice and let the whole team operate with confidence, consistency and speed.

• Simply drag and drop to create and modify workflows
• No need to hard code anything
• Track milestones and use actions to complete tasks

Integrated financial modelling and advice tools
Drastically reduce data entry time with each client record automatically integrated alongside every advice component in one tool – generate reports on a whim or as part of a workflow. By starting the advice process with all existing data at your fingertips, you’re already ahead.

• Easily pull in risk and pension research, modelling and comparisons to the advice as you go
• Recommendations are auto-saved to client file and advice documents
• Drag and drop standard texts in to save even more time

SOA, ROA and more
Dynamically generate direct all your required client and compliance documentation from the underlying data, including fee disclosure statements and contact notes. Our cloud-based CRM reduces clerical mistakes and means no more static files or version history worry.

Portfolio management
Completely integrated with the advice and CRM modules, schedule reports to be delivered to your inbox ahead of client reviews and share portfolio information via our dedicated data feeds.

Superannuation and risk research
Access product comparisons, quotes and detailed analysis from leading research providers directly from the wizard, save to client files and easily incorporate into advice documents.

Projections and scenario comparisons
Run projections and incorporate these into your scenarios with the precision of monthly modelling, so you can more realistically model a client’s actual cashflow situation.

Business intelligence
Your client information, when you need it, where you want it. Generate reports from your searches. Send customised client reports to yourself via email as reminders to help automate contact management.