Provides the necessary tools for the initial stages of engagement and to obtain

key information about your client:

• Agenda setting such as tasks & diary
• Fact Find - including dedicated mobile app
• Needs Analysis
• Risk Attitude Questionnaire
• Pipeline Management
• Adviser Client Newsletter
• Digital Document Packs

Our comprehensive range of services allow the adviser to quickly and effectively collate all the necessary information in a compliant and timely manner:

• Full Product Library
• Document Store
• Price and Product Comparison
• Fund Performance analysis
• Calculators
• Suitability Tools
• Commission reconciliation

Powerful processes to ensure the adviser delivers a high quality, well researched

and focused Investment and Wealth Management service:

• Automated “live” delivery of client policy details
• Fund Toolkit
• Model Portfolio building
• Fact Find and Risk Attitude Questionnaire
• Client Portfolio Reporting
• Fund Fact Sheets
• Branding to your firm
• Client Portal
• Partnership Integrations – e.g. Paraplanning and Cash Flow Modelling

All the tools to manage the business efficiently and effectively:

• Client Reporting
• Retrieval of Archived Date Stamped Reports
• Task and Workflow Management
• Compliance Management
• Document Management
• Template Library
• Client Segmentation
• Email and mail merge tools
• Automated client communication
• MIS analysis

• Secure data collection and form-filling in an environment branded to you 
• Client completed and e-signs your TOB, Fact-Find, SOS and other documents
• Collect AML documentation
• Reduce re-keying of data – CRM populates forms & New data populates to your CRM
• All documents save to The BIS Platform