The software incorporates a number of features available in various parts of the system to assist advisers.

Product Panels

Compile your own bespoke list of products or providers, making comparisons of regularly used products quick and easy.

Performance Weighting

Performance Weighting can be applied in various parts of the system. It is a means of including an element of past performance, giving more realistic comparisons.

Investment Portfolios

Create Investment Portfolios allowing you to accurately reflect your clients' investment attitude.

Commission Calculations

Commission calculations take into account inflation, allowing you to ascertain the true value of a policy over its term. In addition, you can customise the commission rates should you have negotiated enhanced terms.

PDF Generation

Built in functionality allows any report generated within the system to be saved as a PDF file. Ideal for sending via email or linking to your back office system.