Financial Counselling

Financial Counselling

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. This module has the capability to...

Financial Counselling Client Intake

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. When a Client starts a Financial...

Create a Financial Counselling Session

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. Creating a Financial Counselling Session allows...

Add a Document

Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts...