Practical
Advisor-centric Practice Management
Reshape how you do business with the Daily Dashboard
The daily central business dashboard neatly packages the fundamental aspects of your practice and transforms it into actionable intelligence. Access key information in one easy-to-navigate and customizable hub, including:
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KPIs and important business metrics |
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Daily and upcoming tasks, such as follow-up calls and renewals of group insurance policies. |
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Status of key business activities, such as group and individual client transactions, including reminders on outstanding agreements. You can also track where exactly in the sales pipeline your prospective clients are |
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Your business at a glance, including a summary of your AUM, in-force insurance and premium values, total number of clients, information on your group benefits business, including number of plans and employees, and commission snapshots for all of your products |
Prioritize and Ensure Compliance
Minimize regulatory risk with a seamlessly organized infrastructure for all your compliance requirements and activities, including:
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Central storage and maintenance of compliance, licensing and contracting documents |
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Consolidated records of all client interactions, customer information, required privacy documentation and a structured repository of KYC and Reason Why Letters (for all products) |
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Contracts as well as sales and service agreements with suppliers |
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Continuing education credit tracking for provincial regulators |
Centralize your Documentation
Our sophisticated machine-learning algorithms read, classify and incorporate relevant documents into your practice management infrastructure.
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Effortlessly upload, store and connect all of the essential documents you need to run your practice. |
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Incorporate static documents, such as licenses, CE certifications or registrations as well as dynamic, client-specific documents, like quotes or free-form correspondence |
Trust in our Secure, Canada-Based Servers
Take advantage of secure, fully encrypted cloud servers located in Canada for all your critical data.
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No new hardware, ongoing maintenance or risk of data loss and in full compliance with all federal and provincial privacy regulations |
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Mobile friendly and remotely accessible, so you and your staff can work from anywhere on multiple devices |
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Various user access levels that are controlled by you, which eliminates key-individual risk and protects your critical business information |