It gets your client completely financially organised and keeps them financially organised.
All of their correspondence is scanned, logged and uploaded to their own cloud and stored in one of many vaults.
All of the client’s important personal information and copies of legal documents are stored in their easily accessible Personal vault
You and The client have access 24/7 to any information about any asset they own and any documents connected to these assets.
On a monthly basis you will be able to remind your clients of all the important dates and events coming up in their financial life.
You will be able to give your clients access to any information relating to the properties, investments, savings or vehicles they own
All of the paperwork needed for their tax return is tagged when scanned and passed directly on to their accountant as part of the Tax Pack.
You can also provide various ICE Packs (In Case of Emergency) to trusted people nominated by your client in the event of a Medical, IT, Insurance or Banking emergency.
You can use the Quarterly Cash Flow to see if they are on course with the Financial Plan you have built.
You can keep records of gifts the client has made in the Gifting vault