DIRECTORY
Directory is where your practice is described to the system: who works here, which branch they sit in, and what each of them is allowed to do.
What it does
- System users, organisations and branches
- Roles assembled from granular use cases, so access is granted once and reused
- Data visibility scoped to an organisation, a branch or a single user
- Audit trail of changes made across the platform
- Shared file manager
- Published release notes, visible to your users inside the platform
The other modules
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