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FACTS Cashflow
FACTS Cashflow empowers and educates users. It helps users gain a detailed understanding of their overall financial well being. Modules include integrated budgeting, superannuation, income tax, assets, investment properties, debts, family tax benefits, targeted savings, and insurance and risk profilers. Read more...
 
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FACTS Business
FACTS Business is fully integrated with the client facing FACTS Cashflow service. It facilitates the flow of information from the user through to the business. This enables businesses to engage with the people who visit them online, to promote and deliver their services. FACTS Business harvests the immense potential of the web to generate new business, whilst streamlining and improving existing business. Read more...
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FACTS Business Pro
FACTS Business Pro provides businesses with all the functionality of the FACTS Business product, with the added value of an integrated web marketing platform. Tailor made for the financial services industry FACTS Business Pro enables businesses to generate, track and analyse email marketing campaigns. It has client segmentation capabilities that enable businesses to target market specific client groups. Being fully integrated with the FACTS Cashflow and FACTS Business services, this tool provides subscribers with the ultimate marketing and communications platform. Read more...
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FACTS Business Pro Multi User
FACTS Multi-User includes 5 FACTS Business Pro licences and a switchboard component. This product facilitates the flow of information within the business. Client information is routed through the switchboard component down to each specific service provider. This adds saleability and exceptional value to the entire FACTS Online service offering. Read more...
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Add-on Modules
FACTS Alliance - enables your business to both strengthen and grow existing business relationships. FACTS Alliance integrates into any business partner website to empower and educates their users. Read more...
FACTS Marketing – Generate and distribute client facing email marketing campaigns. Read more...
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FACTS Enterprise
FACTS Enterprise provides full enterprise wide vision down through the entire service offering.
Features include:
Enterprise Switchboard
Enterprise delegation and control mechanism.
Enterprise Business Management
Manage consultant network (Add new, edit, delete).
Enterprise Marketing Services
Generate and distribute marketing and communication campaigns across the entire enterprise.
Enterprise Reporting Services
Enterprise Reporting Services provides access to enterprise aggregated non-sensitive data. Useful for operational reporting and analytical reporting. Read more...
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