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adviserNET
Advance is excited to now offer you adviserNET, Australia's leading online business solution for financial advisers. adviserNET allows you to focus on the things that matter: getting results for your clients and for your business.
Here are just a few of the features you can enjoy with Advance adviserNET.
Account Actions - provides you with a simple of way of tracking your clients’ transactions either by email confirmation or viewing on adviserNET.
Rate of Return - allows you to quickly gauge the performance of your clients' portfolios for a specified time period.
Prepare ePLAN - allows you to quickly and simply prepare a Statement of Advice and create the corresponding transactions online for clients who are not seeking full advice, but are looking for a tailored investment solution.
Open an Account - offers a simple, quick and efficient means of establishing new accounts and making additional deposits to existing accounts.
Change Account Details - streamlines the process of completing electronic account amendments by allowing you to select and print only the relevant section/s to be changed on your clients' accounts.
Query Tool - allows you to query your client base using specialist filters to group and manage your clients.
Work in Progress - provides a list of all your pending and completed transactions, so you always know the status quo.