Integrated Client Management System:  This allows the client information to be easily entered and for the information to be used within the different modules, eliminating the constant need to re-enter information.

Client categories: The ability to categorise clients either alphabetically or numerically (or both) and the ability to search for those categories.

Multiple search parameters:  Allows for composite details to be easily searched.  Automatic numeric searches of client’s acquisitions.

Event Scanning:  Allows the adviser to contact his clients on special occasions like: investment maturities, birthdays, next appointments etc. with most events being automatically generated as data is entered.

Manual search facilities:  Allows the adviser to manually search for a particular client.

Multiple applications and review:  The ability to save different portfolio suggestions thus creating an audit and history trail on each client.

Single data entry facility for multiple applications:  In order to create various scenarios, only details that need to be changed, are changed, without need to enter all the information again, and new applications can then be made.

Spouse splitting:  In the event of divorce, the adviser is able to retain information and service the spouse as an existing but separate client.

Dependants Register:  In the event of remarriage, dependants are retained with respective parents.  Information can be cloned from client to spouse and vis versa by pressing the “clone” button.

Easy editing of all data fields:  Single point, click and change editing.

Assets and Liabilities Register (Generic and specific):  The capacity to deal with clients using either “generic” or “specific” information.

General insurance book creation:  Creates a “general insurance book” automatically while entering the details for any specific client and also the ability to search the information.

Income Tax (current summaries):  Creates initial tax position and the tax position for each scenario automatically.

Disposable income summaries and graphs:  Automatic assessment of disposable income and multiple graphic representations.

Cash Flow projections:  These projections are automatically created, but allow the advisor to insert a variety of assumptions.

Article Libraries:  A comprehensive range of researched articles that would enable an advisor to complement any statistical information.  The advisor can add any article of value to his/her library for future use.

Print Options:  All detail registers and summaries have built in printing and print preview facilities.

Reports:  Groups of reports can be selected and automatically printed with controllable page numbering facilities provided.

Custom Logos:  The ability to personalise advisors logos on both the computer screen and Title page and Fact Finder reports.