full control of your business
finch has the perfect plan
don’t you think you deserve the full-service software that does it all for you?
Know where you stand, every day:
What we offer:
CRM
- Data capturing
- Document management
- Tasks & reminders
- Bulk client & policy importer
Compliance
- Compliance document management
- Timeline
- Monitoring and review
- Access control and security
Finance
- Recon all commission bordereux
- Client payment history
- Customised reports
- Income per client reports
- Staff commission calculator