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FACTS Cashflow
Assist clients to understand and improve their financial well-being with these award
winning, easy to use, financial modelling tools. FACTS Cashflow is a suite of integrated
budgeting, superannuation, income tax, and cashflow tools. Also included are assets,
investment properties, debts, family tax benefits, Centrelink benefits, targeted
savings, and insurance and risk profilers. All integrated seamlessly into your
practice website.
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FACTS Advisor
FACTS Advisor gives advisors the ability to harvest web leads, build client loyalty,
reduce the risk of client defection and significantly improve communication with
their clients.
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FACTS Advisor Pro
FACTS Advisor + FACTS Marketing – Generate and distribute client
facing email marketing campaigns.
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FACTS Multi-Advisor
5 FACTS Advisor Pro licences + Practice management and Switchboard console.
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Add-on Modules
FACTS Alliance – Bolt FACTS onto businesses partners such as Legal
firms, Mortgage Brokers, Real Estate agents and more...Business generated from FACTS
Alliance then flows back into FACTS Advisor Pro.
FACTS Marketing – Generate and distribute client facing email marketing
campaigns.
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FACTS Enterprise
FACTS Enterprise provides full vision down through the entire advisor network and
is available to licensed dealer groups.
Features include:
Enterprise Switchboard
Enterprise leads routing mechanism. Delegate leads down to the advisor
network.
Enterprise Advisor Management
Manage advisor network (Add new, edit, delete).
Enterprise Marketing Services
Generate and distribute marketing and communication campaigns across the
enterprise
Enterprise Reporting Services
Enterprise Reporting Services provides access to enterprise aggregated
non-sensitive data to be used for both operational reporting and analytical reporting.
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