Adviser Centre

As a Network, we are aware that every IFA has a different Fact Find and a different way of working. So, we have designed Adviser Centre to allow you to personalise yours.

Like Phossil (our compliance management system), it has the ability to upload, store and print to pdf your Fact Find or other relevant documentation. It can provide reminders for important client events, review of policies, birthdays etc as well as help you with any remuneration due. Unfortunately, one of the things it is yet able to do, is make you a cup of coffee in the morning!

No frills, no gimmicks, just a straightforward online client management system.

The key features of Adviser Centre:

• Customised Fact Find

• Personalised system with logo and company details that is added to invoices and client statements

• Direct links to Phossil, including Reminders

• Offsite data storage and remote back up

• Automatic and manual valuations

• Online diary – reminder of important client events

• Links with Outlook to update your outlook calendar with appointments made in Adviser Centre

• Accounts facility – no need for third party providers like Sage

• Stored archive of Fact Finds and changes made

• Web based application, so you can access it anywhere

• Allows multiple users

If you would like more information or you are considering purchasing a back office system, please contact advisercentre@financial.ltd.uk

VISIT OUR DEMO SYSTEM