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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

video content

targeted marketing

personalisation

SMS/TXT messages

multi-media messages

News Feeds (RSS)

website

calculators

'contact us'

client login

client/prospect education

event registration

newsletter subscription

life insurance quotes

Campaign Management

Seminars

email

Feedback Questionnaires/Surveys

Annual Client Feedback Survey

Service Experience Feedback

Data Mining

Lead Management (sales/opportunities)

Mail

Letter Wizard

mailing labels

Print-to-Post (Esker.com.au)

Client education

Knowledge Centre

Correspondence Management

File Notes

Document Notes

Meeting minutes, Saving from iPad

Time/Cost

Letters

SMS/text message

email

Capturing client responses

Signatures (client acceptance)

Revenue Management

Fee Disclosure

Statement of Advice

Annual Fee Disclosure Statements

Fees

Time-based billing

Funds Under Management (FUM/FUA)

Adviser Fees (platforms/wraps)

Invoices, manual reconciliation, Macquarie DEFT

Client Profitability

Reporting (practice analysis)

Commission

shares/direct equities

mortgages

insurance

Business Management

Workflow (Threads)

event management (Diary)

notifications, appointment confirmation, appointment reminder

Partner Management

Professional Advisers

Referrals

Suppliers

Staff Management

Compliance Management

advice management (Cases)

activities (Tasks)

management reporting

User Dashboards

'standard' reports

custom reports, XPort

scheduling reports, Scheduler

Access

Client Online Access (COA)

Diary, Letting clients request appointments

Touch (for Clients)

Moblie

Tablet

Web/Browser

Touch (for Advisers)

Web/Browser

Moblie, Tasks

Tablet

Web/Browser

Compliance

Opt-In

Annual Fee Disclosure Statements

CPD development plan

Complaints handling

Gifts register

Breach register

Integration

email

MS Outlook, Outlook Plugin

MS Exchange

SMS gateways

Forms/Applications

eApplications

NextGen (ApplyOnline)

RPData

Trust Deeds (online legal documents)

Cleardocs (Thomson Reuters)

Topdocs

News feeds (RSS)

Budget/Cashflow

MoneySoft

BankLink

System data feeds

Hardware

Multifunction Devices, Konica Minolta, Fuji Xerox, Ricoh

Video conferencing