No Per-User Fees!
Experience the Freedom of Unlimited Users.
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