Infront Connections : Services

Key Benefits to Accountants / Solicitors

Widen your Client service proposition by offering complementary financial services to your local IFA relationships.
Create and develop an additional revenue stream for your practice.
Remove the regulatory risk and management downtime of in-house financial services, revenue and compliance.
Provide a simple process to make Client referrals to a selected Adviser or key IFA manager.
Automatically populates all Client disclosure letters and communications to comply with your regulatory responsibilities.
Access to real-time management and compliance information.
All Client file notes from the IFA involved from the point of referral.
Full current and historic financial reporting including pipeline revenue for your firm.