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Cashflow |
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Business |
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Business Pro |
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Multi-User |
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Alliance |
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Marketing |
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Enterprise |
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Budgeting calculator |
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Superannuation calculator
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Income tax calculator
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Assets calculator
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Investment properties calculator
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Debts calculator
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Family tax benefits calculator
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Allocated pensions calculator
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Saving calculator |
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Targeted savings calculator
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Risk profiler
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Insurance profiler
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Reporting services
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Tell a friend
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Step 3 ‘Promote services’
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Client eForms management (fact find, loan application)
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Business activity management (wall)
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Business contacts management + groups |
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Marketing (Campaigns + eBroadcast)
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Client shared data access (login as)
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Business eForms managment (facts find)
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Client inbox, messages, message template control
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Client notes
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Switchboard controller
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FACTS Alliance (business partner plug-in)
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Multi-Business Pro licences (5 of)
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Multi-User management
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Enterprise leads routing mechanism
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Enterprise management
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Enterprise practice management
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Enterprise partners |
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Enterprise marketing campaigns services
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Enterprise reporting |
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