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AdvicePro Services

Efficient, Flexible, Secure

AdvicePro is a “best in class” package for advisors working in a range of settings and sectors enabling agile working and improving productivity

AdvicePro is a suite of services designed to make managing your case work simpler so that you can devote your time and energy to helping your clients.

AdvicePro - Features & Benefits

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AdvicePro has four core offerings:

AdvicePro Key Features include:The AdvicePro team provide comprehensive training to support you throughout including:
  • AdvicePro Money
  • Digital Referrals
  • AdvicePro Setup Training
  • AdvicePro Legal
  • AdvicePro Top-up Training
  • AdvicePro Student
  • AdvicePro Student Housing

The offerings have been developed to meet particular requirements in specific areas of advice in response to customers’ needs in relation to different matter types. Thus, many additional screens, links and tabs are available depending on the type of offering you choose and are designed to make the user experience of each practitioner working in each specific practice area simpler, more efficient and intuitive to use. Different modules are available with the different offerings making AdvicePro suitable to your organisations’ needs.

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Providing a better service

Gain reliable secure online access to case files from any PC connected to the internet, anywhere

Assisting productivity

Create standard letter templates which are automatically completed with client and case data

Peace of mind

Encrypted communication across the web and a password-controlled logon keep your data safe

AdvicePro has been developed in partnership with AdviceUK and ACM Solutions Limited.
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