Client Focus provides you with the tools to communicate, facilitate, store, record, organise and manage all requirements for your client business.

Client servicing is about having relevant information at your fingertips. Client Focus' central database stores all of your client information, from personal contact and financial details through to marketing information.

Client Focus makes communicating with your clients easy. You can be as broad or selective as you like when filtering your client data for reporting, marketing and general client communications. All entity types are handled innately, which lets you service each client accordingly. Client entity types supported by XPLAN include:

• Domestic
• Company
• Trust
• Partnership
• SMSF.

Juggling business objectives with client demands and requirements is often a challenge. Client Focus allows you to manage your client and business objectives effectively and in parallel.

Features

• Supports all entity types
• Generates advice reports and manages the advice process
• Streamlines communication, with support for email and SMS through to correspondence templates and ad-hoc letters
• Manages tasks and workflow
• Stores file notes, documents and attachments
• Co-ordinates client campaigns
• Facilitates easy searching and reporting
• Offers merge report templating.