Client Interface
The Advies Client Interface allows clients to store and view all their financial information. The interface will give individual access into the client facing database; held here is complete details of all financial plans from travel insurance to offshore investments. The content is continually updated with daily values for all investment / pension plans, through to claim numbers for insurance contracts. The system can allow for reports to be generated on various topics to assist with management of clients finances. Overall the interface is designed to expand and contract to clients needs.
For further info please contact us info@advies.co.uk