Strong functionality

It’s widely recognised as one of the most comprehensive practice management systems in the marketplace with a wide range of functionality.

Improves efficiency

Smart integrations reduce the need for data entry and administration, helping to cut costs, increase efficiency and improve your business' profitability.

Compliance updates

Regularly updated to reflect the latest regulatory demands to ensure your operations remain compliant, and your business protected.


  • Business administration and management tools
  • e-Business suite with automated valuations, tracking and revenue feeds directly from providers and platforms
  • Comprehensive financial planning tools
  • Reporting and compliance
  • Valuable management information
  • Invoicing and fees reconciliation
  • Compliance support and evidence
  • Lead and prospect management tools
  • Functions for direct targeted customer marketing
  • Detailed fact find 
  • Full diary and activity management 
  • Task allocation and management
  • Detailed client reporting
  • Corporate functionality
  • Employer Services group scheme administration
  • Data cleanse module
  • Data mining capabilities

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