Client Management

Documenting the "hard facts" about a client is comparatively easy, but TIPS enables you to record the "soft facts" as well. Client aims and priorities can be identified and used in the Suitability Report writer.

Tasks, appointments and file notes can be easily accessed and placed against a client file.

TIPS enables you to design document templates to communicate accurately with your clients with a single click.


A client summary identifies critical information - all in one screen.
A comprehensive Fact Find is available in just one screen!
Fully describe client ATR - totally configurable and totally flexible!
Analyse a client's portfolio across providers and funds
Know how much money your client earns you - to the penny!