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Latest release: Budget Planner Mandatory Fields, Product Details update and more
  • Mandatory fields now available in Budget Planner
  • Product Details Update - mortgage fees now recorded in their own dedicated tab
  • Choose to add Vulnerable Customer detail, GP & Accountant info to the Fact Find
  • Report Queries - can now open the product, sale or client directly from this area
  • Outstanding Documents - clearly see if all documents have been saved
  • Contacts – manage leads from individual contact records
Details about v5.7
Previous release: Royal London integration and more
NEW Royal London integration
  • Source life insurance quotes directly from The Key
  • Information is transferred seamlessly from the Fact Find to the Client record
Redesigned Introducer Portal
  • Modern user-friendly design
  • Now available to use on all devices
PLUS Product Details updates, further Client Portal, Fact Find and Client Notes enhancements, ability to save a partially completed RWL and much much more.
Details about v5.6 Royal London Integration Introducer Portal