Demonstrations

We know how important it is to fully research a new IT system before you make the decision to move. This is why we give you the option to have a demonstration via Webinar, at our office or in some circumstances we will come to you. We also offer you log ins to the training version of our system so you can create dummy cases.

We have now created demo videos which you can access below. They show you the full process of a client sale, commission management, compliance record keeping, reporting and client marketing.

	Details the full adviser sales process showing how a sale is processed start to finish including compliance processes Click here
	Designed for the branch managers or administrators, this video will show you the full commission management system and how you can produce statements for advisers and introducers Click here
	This video shows you the full client marketing system and how you can cherry pick which clients you want to communicate with based on the details the system holds on them Click here
	Advisers can follow the suitability report process here showing how to create and save a report to the client file. We also then show you how your compliance officer or branch manager can create a file check with our automated system which populates the relevant questions to prompt you as you move through the review Click here
	Branch managers will have an overview of the reporting features, specifically the KPI report then moving on to adviser training records which can be stored and reported Click here