Diary and Task Management

• Professional Adviser offers pndividual Adviser diaries, in the form of a 7 or 2 day diary, or planner layout, with an automatic synchronise option to other diary users
• Use task management in the form of To Do's for Advisers and administrators together with a multi-structure reporting facility for outstanding, overdue, completed tasks etc.
• The software provides for showing your pipelined business for the individual client, the Adviser and at the Firm wide level