Client Review - This will save you hours on every client !!!

The system allows data to be created using a downloadable Client-Review Fact-Find which we offer you for a one of fee of only £192.00 and can be emailed to clients or placed on your web site. Of course, not every client will complete this on-screen fact-find - but every one that does saves you hours. The resulting data can then be emailed back to you and imported directly into your database to create a client's record and give instant analysis.

You can also email existing clients’ fact-find to them for amendment. They then email it back when it is immediately checked against the original fact-find and all additions and amendments are listed, then the fact-find is imported and archived for compliance purposes.




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