[fusion_builder_container hundred_percent=”no” equal_height_columns=”no” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” parallax_speed=”0.3″ video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” overlay_color=”” video_preview_image=”” border_size=”” border_color=”” border_style=”solid” padding_top=”” padding_bottom=”” padding_left=”” padding_right=””][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” border_position=”all” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” center_content=”no” last=”no” min_height=”” hover_type=”none” link=””][fusion_text]
Organise
- 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
Collaborate
- 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
Grow
- 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
[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]