Capture comprehensive data, seamlessly…
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Your branding, your emails, YOUR portal!
“Garry HaleHK Wealth“Updating clients' figures before annual reviews used to consist of several hours of emailing and chasing figures from clients. Even then, we often found things our clients had missed during meetings. The Cashflow Fact Find Portal lets clients take the lead on data entry, but in a way they find easy to follow through and complete.”
“Jim CooperRadcliffe Cooper Limited“The new Truth portal is groundbreaking. It guides clients quickly to check and return annual figures to us - being much more interactive means clients engage more with their plan and are returning more accurate figures. Clients say the portal helps highlight areas of expenditure where perhaps they are paying too much and have gone on to renegotiate contracts with their suppliers! ”
“Chris RileySeventy Financial Planning“The Cashflow Fact Find Portal has been a game-changer for our business. Over the years, we've tried numerous ways of improving our data collection process, but none have provided the comprehensive data we need for our cashflow-centred review meetings. This portal captures detailed information about our clients' current situations and future goals, allowing us to focus on planning effectively.”
