November 2023 Upgrade

Company Accounts - Sharing Clients

This new optional feature allows clients to be assigned between users within a Company Account (ie an account with more than one user). Please ask us if you would like this feature enabled for your firm.

When enabled there is a new option Show All Clients on My Clients that shows all clients for the firm and which user they are currently assigned to. Also there is a new action Assign against each of your user's clients which allows you to assign the client and all their reports etc to another user within the firm.

Cashflow Modelling

Cashflow Modelling 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.

Iress XPlan and Intelliflo Office Integrations

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection and get latest valuations.

Base Investment & Pension Recommendations & Reviews on existing plans.

Let us know if you wish to use either integration - they're free of any charges.

Coming soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here