Practices who want to capture information before meetings and integrate with their CRM
$89
per Adviser per month (ex gst)
Everything you get with Plus:
White labelled product
Mobile optimised for any device
New prospect link for automations
Document summary
Configurable questions and answers
Integrations
Practices who want a complete digital fact finding solution integrated with their CRM
$299
per Adviser per month (ex gst)
Everything in Plus, and:
Goals and Scoping modules
Complete Fact Find
Secure client portal
Document upload
Client change report
Customisable forms
Document production
Digital advice board
File notes
Client Fact Find Sign Off
Premium user support
Product roadmap engagement
Practice or licensee reporting
Integrations tailored to your business
