• Load your client data from any practice management system
  • CleanUp your client data using FACTS Onlines CleanUp process
  • Build client profile charts that capture the individual, family and business relationships
  • Organise and communicate with your clients based on their age demographic,
    client profile or service type


  • Focus on your key area of service expertise and securely refer the balance to either internal
    or external collaboration partners
  • Vault: Business-grade, secure, compliant online document storage, retrieval and sharing
  • Vault Sharing: Share documents with family members and authorised collaboration partner
  • Digital Assets: Easily share digital assets such as client productivity packs and multimedia files


  • Build new revenue streams and capital value
  • Position your firm as the lead client balance sheet adviser
  • Grow the client relationship by optimising your collaboration partner referrals
  • Pair and match client life stages with potential value adding service types