TIPS

Welcome

Welcome

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Welcome

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Welcome to TIPS! Whilst TIPS is intuitively simple to operate, some of the more advanced topics need a little explanation - hence this help file!

Don't be afraid to create a demo database for appraising TIPS and for investigating the breadth of what TIPS has got to offer. Just create at least one adviser and then start creating client files! There is no need to set up asset classes, portfolios, policy descriptions, risk statements, SR templates etc as a set of defaults is supplied to you. Change them later if you wish. With a demo database, you can decide what works for your firm and what you want to change.

Remember, our help desk is only a phone call away or you can raise issues or queries on the web site forum.

We positively welcome feedback from our customers and in our experience such feedback can be broken down into three areas

Bugs - this is where something doesn't work as expected. All software has bugs and whilst rigorous testing can eliminate 99% of them, users have an uncanny ability to find others! Let us know if you find one and we will be able to tell you how long before we fix it (generally a few hours unless the change breaks something else).
Changes that can improve the system or user experience from your perspective.
Suggestions for future improvements or functions that you would like to see within TIPS.