Who is this for?
The Advisors and Consultants suite of software tools are suitable for organisations who wants a user-friendly software to help build a successful advisory and consultancy business.
Our large range of integrated advisory and consultancy tools under one platform are suitable for Accountants, Bookkeepers, Consultants, Financial Planners and Business Brokers who wants to establish and grow their advisory services.
Our platform has a range of tools that could guide you through the client's lifecycle within one easy to use system that can address all your clients' needs such as:
- Easy to use diagnostic tools to help you win new clients
- Produce instant reports that will impress your clients every time
- Keep your clients accountable through shared dashboards
If you want to build a successful advisory service and consulting practice that goes beyond the numbers, our suite of business software tools provides you with the easiest system that allows you to structure and automate your client engagements and provides you with a more streamlined process to hold your clients accountable.