Overview
Toolbox is a full client and business management tool, allowing you to process and monitor a full compliant sale for your client. From client creation through to quoting and letter generation. Recording your client correspondence and creating tasks ensures you maintain a good relationship with your client. |
- Create management reports including KPI reporting
- Create Mail merges to the correct audience by cherry picking the clients you are aiming for from your database
- Log and produce commission into and out of the company
- Template suitability letters generated and saved to your clients file
- Create file checks against your advisers sales
- Log compliance registers including Financial Promotions, TCF statement and plans, Training Records for advisers
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To find out more about joining PTFS please call our Head Office on:
0121 767 1011
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