eAdvice Solution

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What is eAdvice Software?

A new take on CRM software solutions, eAdvice Software is a cost-effective solution that is suitable for businesses of all sizes. However, while it is designed to work for smaller organizations as well as larger ones, it is by no means lacking features. Featuring extensive customisable templates and extensive data acquisition features, you can quickly generate custom reports for every business process.

From building your own questionnaires for customers or employees to analysis of all essential data, the comprehensive solution powers a detailed overview of any business and the activities it carries out.

eAdvice is especially suited to the Financial Services Industry, with reports that allow at-a-glance overviews of:

  • File Noting
  • Confirmation of advice areas in scope
  • Out of scope implications, warnings and  consideration
  • Risk profile discussions
  • Educational conversations
  • Investment options, features and benefits
  • Protection options, features and benefits
  • Fee discussions
  • Compliance documentation

With eAdvice, you can work smarter, not harder. Just build one template and generate multiple reports that provide insight into every aspect of the business. Keep your compliance documents and notes together, have notes to hand whenever they are needed. Assisting with organisation and analysis, eAdvice provides a comprehensive toolbox that can add efficiency and identify problems in any business, fast.

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The possibilities are endless
  • Digital fact finding
  • Compliance documentation
  • File noting conversations
  • Scoping conversations
  • Risk profile conversations
  • Best interest working papers
  • Paraplanning forms
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Pricing



Accounts

Free Trial

Projects

Free Trial

7 Day Trial

NO CREDIT CARD REQUIRED

Template engine module

Pre-build templates

Build your own template

Monthly

$250 +GST

PER MONTH

Template engine module

Pre-build templates

Build your own template

Licensee Enterprise

$POA


Template engine module

Pre-build templates

Build your own template

about us

Multi Platform Software House prides itself in being the experts in developing software targeting multiple platforms. We only employ the most experienced software developers and information technology experts available.