Custom

AdvicePro Custom extends the capabilities of the standard version by letting agencies set up their own fields to capture additional information as they need it. Fields can be defined as text, number or currency. Any or all of this extra data can be built into custom reports as needed using AdvicePro’s ad hoc reporting tool.

As well as this, agencies using Custom may also add their own choices to any of the dropdown menus used extensively throughout the system.

Just as with the Standard version, Advice Custom supports the specialist needs of Money Advisors, LSC contractors and Student Unions.

For more information on AdvicePro Custom or to book a demonstration, contact us. For pricing information, get a quote.