Author Archives: Gaurav Gupta

Given the risks associated with Fee For No Service and the headaches of tracking upcoming reviews, we’ve made significant enhancements to the ‘Next Review Date Including Overdue’ widget on Adviser Home.  It is now an intuitive framework to help you manage your upcoming client review meetings efficiently and understand where things stand at a glance. […]

We heard you! You now have the extended flexibility of downloading and editing the most critical part of the advice, the Statement of Advice (SoA) in a Docx (Word) format. This will considerably add to the ease of preparing the SoA from start to end. Downloading the SoA in Docx On the scenario card, from […]