Time Recording and Costing

• Record the time and disbursement costs in servicing the client both for the individual Adviser and the individual support staff

• Use the real time clock for recording and costing the time spent on your client business. The clock provides for capturing time on multiple business areas for the client

• Produce client cost analysis reports from the information captured
• The Professional Adviser software provides for generating invoices to your client for the costs and fees recorded and produce supporting client cost analysis reports