Clientracker @Clientracker
Specialist personal web-based system for every IFA. clientracker.co.uk London Joined July 2009-
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Followers118
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Following256
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'You want to make a silent film – about jazz?' gu.com/p/338qh/tw via @guardian
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Calling ALL IFA's - Clientracker is for you - a personal mini-back office system, web-based and only £20 a month - you need this.....!
Exciting things are about to happen, look out for our new site and plenty of action from our new partner Nigel | Peter
Any independent adviser who doesn't use Clientracker for himself, even if he also uses a company back-office system, is at a disadvantage!
Hot tip | If you don't enter a policy's SUBMITTED date you are depriving yourself of some powerful reports | Peter, System Support
Any adviser using a web solution like Twitter should see immediately the benefit of our database solution being web-based...
Wow, another client saying its great value! Maybe we should put our price up? only joking! :)
@HilaryRobertson Maybe they are practising to be politicians..... | Peter, System Support
Hot tip | Clientrackers powerful reminder system will also track overdue commission due to YOU from providers | Peter, System Support
Advisers selling their income line or looking to exit/retire should be able to demonstrate clearly their business value
So many advisers still not looking after their own data properly. Hence their value is reduced! Steven
Hot Tip | By entering your enquiries you start getting an insight into your projected income | Peter, System Support
Working on client and legacy asset segmentation reports this morning - thats a bit of a mouthful!
Hot Tip | Add your Introducers and start seeing how much business they bring you and how much you pay them | Peter, System Support
Hot Tip! Always complete the SUBMITTED date asap as this date is key for many of the reports | Peter, System Support
@TheParaplanner Thanks, yes all set up for you - Steven
Hot Tip! When adding clients, set the Next Review date to 6 months ahead and let Clientracker start reminding you | Peter, System Support
All users: another little tweak... check out numbering on the Client Profile Report | Peter, System Support
Saw Jeff Beck at the Albert Hall on Saturday - Stunning! | Peter, System Support
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