Knowledgebase

Getting Started

Getting to grips with the basics of the system and and how to get the most out of it from day one.

Configuration

Configuration is the key to setting up your system with your processes.

Client Records

All the information regarding client records. From adding a new client to completing a Fact Find.

Policies, Plans & Mortgages

How to handle policies in the system, from ASU to Wrap Accounts and Mortgages.

Client Portal

The Client Portal is an extremely powerful tool allowing you to securely communicate with your clients.

Reporting

Make the most out of the information contained within the system.

Commission & Fees

Make sure you stay on top of your Commissions and Fee payments with the help of the system. Find out how to process your commission and fees.

Lead Management System

Make sure you reach all your leads and get the most out of the automated calling system. Use the reporting suite to make sure your leads are being reached.