Business management

Keep track of all aspects of your business including staff, processes, revenue, and costs. Increase efficiency, improve client services and reduce costs. 

Access a total business toolset.

Simplify your tasks and workflow management. Automating tasks and alerts is easy, and a dashboard gives a single-view data summary snapshot. Disseminate news across your staff and clients via external news feeds and internal news bulletins.

Time and performance management is easy. 

A built-in time ticker and diary mean you can monitor tasks and billable activity. SLA benchmarking and a complaints register lets you track business performance.

Store and categorise documents.

A full document library and capacity for file storage and file barcoding keeps track of the life of a document and its path through your workflow. Integration with Microsoft Office allows for seamless template and merged document creation, and exporting of client data to create plans and charts.

Control revenue and remuneration.

Manage investments, super and risk insurance fees through to commissions and fees for service. Generate invoices and receive online payments. Configure remuneration models, process supplier statements and export bank files.

"Process-driven software incorporates workflow, business interrogation and smart data collection."