Advisor Toolkit

This FreeApp is exclusively for firms wanting to make their lives easier and improve their client experience.

Your smartphone or tablet is never more than an arms’ reach away. It already augments your use of your laptop/computer and in so many aspects of life – the mobile device plays well with your other tools and technology.

Now, as you keep informed, up to date and seek to work efficiently on all client matters – you too can benefit from the Advisor Toolkit.

Packed with easy to access, immediate to search, and swiftly shareable content & tools – it’ll make your life easier (for FREE!) and help you share relevant and meaningful content and answers with your clients:

This is not an App for your clients to download – it’s for YOU. It’s your benefit, your value and your secret* weapon! Keeping you at the heart of the digital relationship with your client, prospect and even your colleagues!

Fantastic benefits:

• Totally Free – use it as much as you like, or keep for those occasional needs
• A reputation builder; position your firm as knowledgeable and personal
• Differentiate your practice from the stereotypical norm; communicate while others stay silent
• Time-effective distribution and communication channel
• Bin old fashioned generic newsletters which miss the mark with their ‘one size fits all’ approach
• Calculators, tax tables, budget summaries (for UK, Ireland, Australia and USA)

Using this new App will give your firm a powerful and innovative way to communicate to customers and potential clients. It allows you to not just stay informed and make your life more efficient, but to quickly and easily share articles and answers from your App to anyone you wish. Delivering a personal message via email, text/sms or WhatsApp – this is your repository, your library and toolkit that enables you to be the hero.

Always current, always up-to-date and always on hand

Enjoy!