CLIENT

The client book, and everything attached to it. Bring existing data in from spreadsheets, keep it clean, and see the shape of your policy base at a glance.

The One Advisor client module showing a client record

What it does

  • Clients, policies, contacts, employment and tasks in one record
  • Excel import wizard: upload, configure, verify, then import
  • Client merge for tidying up duplicates
  • Documents stored against the client
  • CSV export
  • Dashboard charts covering policies by company, product type and policy type
  • Per-user client access, so advisers see their own book

The other modules

Directory · Commission · Compliance

DEMO

If you are interested in One Advisor please let us know and we will contact you to set up a demo at your convenience