Enquiries may be raised for people who aren’t clients, people who go on to become clients, or people who are...

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

The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user...

The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across...