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The Model Office by Mind Map: The Model Office
5.0 stars - 1 reviews range from 0 to 5

The Model Office

Marketing

email

SMS/TXT messages

News Feeds (RSS)

website

Campaign Management

Feedback Questionnaires/Surveys

Data Mining

Lead Management (sales/opportunities)

Mail

Client education

Correspondence Management

File Notes

Letters

SMS/text message

email

Signatures (client acceptance)

Revenue Management

Fee Disclosure

Fees

Client Profitability

Commission

Business Management

Workflow (Threads)

event management (Diary)

Partner Management

Staff Management

Compliance Management

advice management (Cases)

activities (Tasks)

management reporting

Access

Client Online Access (COA)

Touch (for Clients)

Touch (for Advisers)

Web/Browser

Compliance

Opt-In

Annual Fee Disclosure Statements

CPD development plan

Complaints handling

Gifts register

Breach register

Integration

email

SMS gateways

Forms/Applications

Trust Deeds (online legal documents)

News feeds (RSS)

Budget/Cashflow

Hardware

Video conferencing

Invoicing

Portfolio

Assets