Statistics show that at least 25% of a Financial Advisor’s time is spent on Admin.

We believe that this is simply unacceptable and that it detracts from revenue earning activities for the Advisor.

What we can offer is the ability to automate the manual tasks performed by the Advisor and to provide proactive technology to act as a virtual assistant.

We can help with proposal builders to attract leads, record of advise creation storage and reminders as well as Task routing and processing for the Advisor.