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Why you should use Toolbox
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| Using the details you enter into Toolbox, you can produce management information at the click of a button, allowing reports to generate immediately. Information gathering for RMAR and TCF becomes a simple process as well as monitoring your business and advisers productivity.
Add to this the ability to attach documentation to the system, allowing you to have a disaster recovery process in place as well as removing unnecessary filing cabinets from your office.
This system is an all encompassing tool to help you easily and efficiently manage your business and client database. It will also relieve you of certain services you may currently pay for i.e. Document storage, server with maintenance and your current back office system costs.
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To find out more about joining PTFS please call our Head Office on:
0121 767 1011
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