August 2021 Upgrade

Fact Find - Attitude to Risk (ATR) & Protection

Following the recent addition of Fact Find Templates (for more details click here) is the new facility to incorporate the firm's ATR assessment questionnaire that the client can complete online. An example of a typical question that can be created is here.

Also added is Protection where details of a client's important insurance, assurance etc policies can be recorded.

Contact us to arrange a one-to-one Fact Find demo.

Cashflow Modelling

Cashflow Modelling (now with Stress Testing) plus more than 20 financial calculators are now half-price at just £30+VAT per user per month for our existing Suitability customers - contact us to arrange a one-to-one demo

Intelliflo Office Integration

The integration with iO - the back office system from Intelliflo - was extended to Investment & Pension Review & Recommendation sections earlier this year.

Let us know if you wish to use the integration - it's free of any charges.

Coming soon...

More features and updates will be added in coming months including integration with Iress X-Plan.

Previous Upgrade

For details of the last upgrade click here