i-on plan
Financial Services - Brisbane, Queensland, Australia
i-on plan Employees
i-on plan Details
i-on plan is a cloud-based, interactive ipad software that creates professional plans to help improve client engagement and conversion, exports detailed reports to increase fee-for-service billings and records consultations to meet compliance.Interact with your clients onscreen to build out their estate and asset plan, ensuring that all data is captured and maximum client value is achieved in meeting one.As part of the i-on software, we step you through each part of asset and estate planning process from creating the family tree to estate planning. At the end it generates an action list and reporting tools, as well as an electronic engagement letter for your client to sign on the spot.
