Features for advisers

What does ORGANISED enable you to do for your clients?

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

ICE Pack – (In Case of Emergency) Keep all of your most important information in one secure place for your family and/or representatives. Addresses, telephone numbers and other contact details.

Important Documents Register
In this register is stored a list of all your important documentation and their locations.

Personal Assets Register
Here, a list of your personal assets and the key information for each of those assets is stored.

Key Relationships
Family members, trusted friends and anyone selected to act as an Executor, Attorney or Trustee. The contact details of all the important people in your life are kept here.

Event Calendar
An at-a-glance calendar of relevant renewal dates, alerts and key reminders on a month-by-month basis, allowing you to stay on top of your finances and avoid unpleasant surprises. If you need to action anything,

Wealth Tracker
Keeping a record of the changes in the value of your investments, savings, pensions and properties from one year to the next, allowing you, with ease, to keep an eye on whether your wealth is growing or contracting.

Tax Pack
With transactions having been monitored throughout the year, it is possible to send relevant Tax Return information to your accountant, complete with the necessary documentation, hence saving considerable time and cost.

Gifting Register
A list of gifts you have made over the past seven years and a record of ongoing gifts. This allows your representative to complete HMRC’s form IHT403 with confidence and ease.

Correspondence Log
This log gives access to all of your personal correspondence that has been scanned, logged and saved to the appropriate folder within one of your vaults.

Vaults – Personal
All of your important personal information in one secure place, including Passport and Driving License, Will and Marriage Certificate, accessible from any location, 24/7.

Vaults – Property
Details of all of your properties and their mortgages. Includes details of the energy supplier, the preferred handyman in that area, etc. Also will include all correspondence relating to deeds and the original purchase, and ongoing letters, bills and renewals.

Vaults – Banking
Copies of all bank statements and correspondence in separate secure folders for each current and savings account.