Professional Services Firm - Typically a Solicitor, Accountant or Management Consultant.

IFA - At either a firm, manager or individual Adviser level.

Online Client Referral - Professional introducer registers their Client on the system and selects the Adviser or firm for referral.

Adviser notified - Adviser instantly notified via email with the referral.

Case Notes - All Client meetings and communications via the Accountant / Solicitor and IFA are logged and accessible to all parties.

Management Information - Full MI and real-time financial reporting available.

Client Disclosure Letters - All automated data protection and fee retention letters generated and logged.

Compliance records for firm - Full compliance Audit trail for your firm generated.