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Fast. Powerful. Contemporary.

Financial advice practice management software for modern advisers.

now:advise is an online, 'out of the box' regulated financial practice management tool that supports the end-to-end advice process, client and service management, valuations, task management, management information and remuneration management in one efficient solution.

Built on our powerful technology platform, focus:360° now:advise delivers the same core functionality as focus:adviser, but with a more streamlined and pre-configured deployment model that makes it both faster and cheaper to go live.

Leveraging the underlying focus:360° functionality, it improves productivity levels by freeing up advisers' time (up to 68% in some cases) and increasing the quality and audit of advice - some of our customers have seen first-time case checking success jump from 45% to 100%.

now:advise grows with you, and can scale through additional module subscriptions into a full focus:adviser deployment with the rich configuration capabilities that product provides. It can also be complemented with other Focus products such as now:plan, all sharing data to deliver rich, engaging customer experiences.

Online practice management with optional integrated now:plan modules.

now:advise gets you to market quicker, with less risk and a lower cost of ownership.

All the tools you need, all in one place

now:advise gives you everything that you need, directly from one home page.

Opportunity generation

  • Data mining
  • Lead management
  • Targeted communications
  • Client portal engagement

Establish your goals

  • Identify objectives
  • Prioritise needs
  • Individualise goals

Gather your data

  • Dynamic fact-finding
  • Risk profiling
  • Affordability
  • Personal balance sheet
  • Tax summary
  • AML checks

Analyse & evaluate

  • Cash-flow analysis *
  • "What-if" scenarios
  • Stochastic forecasting *
  • Shortfall analysis
  • Quotations

Develop your plan

  • Prioritise your objectives
  • Present recommendations
  • Produce suitability report
  • Client approve recommendations

Implement your plan

  • Record outcomes
  • Apply
  • Monitor new business

Monitor & adjust

  • Client & policy management
  • Service management
  • Service reporting
  • Valuations (contract enquiry)
  • Automated alerts
  • Data mining
  • Client portal interactions

* Requires additional now:plan license

now:advise logo

Summary

now:advise lets you deliver an innovative, client-centric financial advice service, with everything you need, including an engaging client portal, ready out of the box and available online.

It delivers almost entirely the same level of functionality as focus:adviser, but differs in the extent to which it can be configured. This streamlining means that it is both faster and cheaper to go live on a now:advise solution.

now:advise scales and adapt to help you get the most from your client-base, helping you see where the long-term value lies and delivering the kind of personalised service that helps you grow your key relationships as their needs and expectations grow too.

Operating across all channels and markets, now:advise helps you grow, and grows with you.

Benefits

now:advise helps you build, develop and retain your client base by providing the tools to minimise administrative processes and deliver outstanding client service.

  • Save time, allowing your advisers to focus on higher value client engagement.
  • Visibly deliver more value and clearer information to clients.
  • Improve compliance and minimise compensation payments.
  • Streamline and automate business processes to reduce operational costs.
  • Increase client satisfaction, generate more sales and grow stronger lifetime client value.
  • Improve cash-flow by reducing time to complete.
  • Reduce IT costs through the rationalisation of disparate systems.
  • Improve time to market, with a pre-configured online solution.

Features & functionality

  • End-to-end advice process support, from fund and tax-wrapper research through comparison quotes, product literature and price feeds, on to solution recommendation, suitability letter generation, application and ongoing client servicing.
  • Powerful software capabilities such as stochastic modelling, life-time cash-flow modelling, asset allocation, model portfolios and risk profiling.
  • Omni-channel client servicing platform, supporting face-to-face, co-browsing (with now:share), telephony, online, self-service and mobile.
  • Joined-up client management, including portfolio creation, valuations, performance monitoring, event-based alerts, commission / fee management, compliance reporting and customer service reports.

Underlying technology features

  • Browser-based, cross platform application UI.
  • Repeatedly tested and proven enterprise-class security.
  • Truly service-oriented (SOA) supporting significant scale and integration into wider enterprise systems.
  • Built using best of breed third-party components including Microsoft .Net, jQuery and Angular JS as well as our own, in-house technology stack that enables rapid process and UI development.
  • Built to support Origo standards
  • A rich data model with more than 19,000 fields, supporting all aspects of full advice and ongoing servicing.
  • Hosted by us (we partner with RackSpace).
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now:advise lets you:

  • Scale your business, on your terms.
  • Deliver engaging financial planning to your clients.
  • Develop a consistent quality of service, regardless of adviser.
  • Reduce administrative overheads across all areas of your operation.
  • Stay ahead of regulatory changes and produce automated compliance reporting.
  • Build stronger client relationships to deliver increased satisfaction and drive revenue growth.
Learn more, get in touch

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