eAdvice Solution

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.