Easily segment and create a detailed servicing agenda by simply answering a series of questions.
Never miss a Client review! Our inbuilt system clearly shows and reminds you which Clients are due a review
Track & record all client engagement!
Produce over 30 reports for both you and management complete with valuable data
View all your Clients on a map using our built-in map feature!
PLUS many additional features
- Send to PLUS Fulfilment and we will implement your servicing strategy!
- Daily reminders
- Easily export any data
Your time is precious…
That’s why our system requires just a few minutes of your time each day to record client contact and action reminders.
No training required…
From the moment you log in our system is extremely self-explanatory, meaning after a few prompts, you’re good to go!
We removed the clutter…
Developed exclusively for Partners of SJP, we have created a system with features that we know you will use.
You shouldn’t be stuffing envelopes…
Once you have created your Client Servicing Agenda, let PLUS complete the fulfilment on your behalf. We can send out Investors, tax focus cards etc in a tracked and recorded manner.