Our online case management system will enable you to track your clients’ investment at any time of the day or night.
Once you become a partner you will be given access to your very own online case management system which will allow you to track your clients’ investments at any time. The case management system will also allow you to run reports about your clients, providing you with up to date information at any time that suits you.
You will find the marketing materials are easy to download for each investment opportunity, allowing you to focus on your clients needs rather than on developing your own marketing collateral. This can also be used to promote the investment opportunities by email to your database, so that you don’t have to rely on the expense of a telemarketer to discuss new investment opportunities over the phone.
To become a partner, please call us today on (+44) 207 099 2870 or request a call back by completing the form to the right.