Resources - Fusion CRM
The information found in Resources will guide the Financial Adviser through the process of using Advice Online
Associated documents (PDF & Word) below
Advice Record Savings Plan
Advice Record Retirement Plan
Advice Record Lifetime Plan
Financial Advice Online
Our new product, Financial Advice Online, has been designed for members of the Financial Services Industry who need a readymade customizable portal to provide digital financial advice.
The software creates a financial plan together with an advice document for your clients.
This product is ready for both the Australian and New Zealand market.