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  • About TIPS

About TIPS

TIPS is the ultimate back office system, able to handle every firm's IT requirements in one inexpensive package.

Unlike other systems, the core design of TIPS was based on RDR requirements - Client Servicing, handling fees, increased reporting, client accounts, invoicing, VAT etc.

TIPS can of course handle products, but it really concentrates on those client centric areas which are difficult to document and control such as client aims, aspirations, and attitude to risk.

TIPS works like your very own Platform - giving you total independence with total control.

What's more, we don't own or control your data - you store your data wherever you choose.

  • Full CRM
  • Full Accountancy Package
  • Full MI
  • Full Suitability Writer Module
  • Fully configurable ATR Categories, Portfolios and Risk Descriptions
  • Configurable templates matched to your firm's style
  • Over 50,000 funds and shares

 

And Much Much More

 

 

Contact Us:

E-Mail : admin@HourglassSoftware.co.uk

Tel : 07885661472

   

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