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Tuesday 4 September 2018
We pride ourselves on having a platform that is simple and easy to use. Our ISA and CIA application processes allow you to submit client applications in a matter of minutes, helping to put time back into your business.
MarK Gaskell – Platform Specialist
Tuesday 11 September 2018
Want to breeze through capital gains tax (CGT) calculations for your clients? Our CGT tool, which is fully integrated into our platform, can help significantly with your tax planning process.
Join us on our webinar to learn about:
Mark Gaskell – Platform Specialist
Tuesday 18 September 2018
With approximately 40,000 U-Scan reports run by advisers every month, it remains one of our adviser community’s preferred tools for portfolio analysis and client reporting.
Want to understand how to get the most out of using U-Scan? Join us on our webinar to learn about:
Daniel Woodnutt – Platform Specialist
Tuesday 25 September 2018
The Retirement Income Explorer tool you need, enables you to detail your clients' current and future income needs, assets, expenditure, and expectations. Using a sophisticated stochastic modeller, you can bring to life a range of probable outcomes based on realistic forecasts.
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