Document Management

• Easily create your own Microsoft Word templates and letters for individual client correspondence, mailshots and eshots. Likewise for the product providers and other address book contacts

• Import external Word documents, Excel spreadsheets, Outlook Emails into the Professional Adviser system with our own Professional Adviser button on the Microsoft software menu bar

• Link all your scanned documents to the individual client
  
• Associate all documents with specific client products, e.g. policy, investment, mortgage etc.