Whether you are a general or specialist adviser in mortgages, pensions, investments or protection, our software will put you in complete control of your business, enabling you to plan and deliver effective sales and marketing strategies, efficiently complete administrative tasks and analyse your business.

The New Business and remunerations breakdowns enable you to analyse and manage all aspects of your business. You can get KPIs, reporting such as Compliance and Complaints and all the details needed for FSA reporting Including Gabriel reports. The reverse policy and fund reports summarise and can be used to show your exposure in the marketplace for your personal and business clients.

The productivity Dashboards enables you to select from several options of summary analysis for regular reporting. All summary details got to Data Viewers for further analysis.