Client reviews

G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...

advice servicing

client engagement

clients

technology

MandyP

Virtual Explorer

2 years ago

Thanks Jenny. I'm going to investgae AdviserForms as I know gathering the updated info from the client is a real bug bear for most advice businesses and their clients. I love that you are largely virtual. Not only from a client convenience perspective and also from a paperless office perspective.

Regarding your 'love' s/sheet, could that be handled in the software dashboard? Iress perhaps you can respond here. It seems like an opportunity to reduce duplicate data capture and errors.

angela.lack

Network Navigator

2 years ago

Hi Mandy

If you are interested in anything about AdvisorForms, please do not hesitate to reach out for a free demo, or you can watch a simple quick video here:

https://www.youtube.com/watch?v=37Rsrdiyjdk&t=5s

With our 2-way sync to Xplan it makes data entry a breeze and has an audit trial to ensure that you are happy with your client data before getting into Xplan.

We have helped several advisers with a simple report that shows you the status of FDS, the documents you have against a client, if you are using CommPay where there is rem being received but documents are missing etc - we can build all the other data easily. If its in Xplan/CommPay we can create a dashboard report for you.

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