Standard

AdvicePro Standard is a fully-managed, secure web-based case management system developed specifically for the advice sector.It captures client personal and socio-economic details and casework information over a wide range of matter types.

In addition, a range of productivity tools are included to help agencies deliver the best possible service to their clients. Tasks may be assigned by an agency manager to individuals, with reminders then appearing on that advisor’s personal messageboard when they log on. Key dates may be set by advisors within individual cases with similar reminders.

Case notes can be created and attached to client and case files. Scanned documents and forms can also be attached, saving the need to copy and store key documents. A letters console lets agencies create their own letter templates which are automatically filled with the appropriate client and case data.

In addition to a full suite of ready-to-use reports, AdvicePro’s ad hoc reporting tool allows users to build their own custom reports from any data held on the system.

Specialist versions of AdvicePro are available specifically to support Money Advisors, LSC contractors and Student Unions.

If you need to capture information not covered by the standard version, then tailor AdvicePro to your own needs with AdvicePro Custom.

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