Our Financial Tools are a comprehensive system of client management; vaults; digital forms such as tax return checklists and fact finds; calculators; and client communication modules. Together these allow for the best possible practice development because, once added to your website, current and potential clients can sign up for a FREE account and being using them right away.
This service adds significantly to the interactivity of your website as well as offering your clients extra support and value for their money.
You are notified whenever a new account is registered on your website, providing you with a direct lead to new clients or a gateway to offering additional services to existing clients.
As well as helping improve client’s financial literacy, our tools also allow them to perform tasks such as creating a budget, analysing cash flow, analysing their superannuation, determining insurance needs and many more.
A new Xero API allows the automatic updating of client clients into target groups. Our Client Communication service can use this system to develop the potentials in your client base and referral network.
The entry level Financial Tools package is available in our top bundle plan. Full portal upgrade options are available.
Please contact us to discuss your financial tools requirements today.