Insyte for Advisers Practice Management System (CRM)
The Insyte for Advisers CRM was designed to streamline the back office systems and processes of AFRM into one user friendly software package.
From electronically storing of any type of file found on a PC, to syncronising with Microsoft Outlook to provide seamless filing of emails, this system has document management covered. Or whether it be creating a compliant customised Statement of Advice based on the clients particular circumstances through the input of data gathered from the initial client interview, it's every modern day advisers dream come true!
There is a huge opportunity for the Insyte for Advisers CRM to not only provide Advisers with an efficient and functional tool to help meet the Financial Industry's legislative requirements but will also add value to their business.
New software programs hit the market everyday with the latest technological advancements to give the user that extra edge over their competition, but none are more focused on helping advisers take control of their business’s day to day operations.
For more information please contact either Phillip or Jeremy on the following numbers:
| Phillip Young | Jeremy Young |
| Ph. (02) 4927 0001 | Ph. (02) 4927 0001 |
| Mb. 0419 270 001 | Mb. 0421 751 746 |
| eMail. pyoung(at)afrm.com.au | eMail. jyoung(at)afrm.com.au |