CLEARCHOICE

" We have been using ClearChoice since it was launched. At the time we were mainly a protection focused brokerage so having a system like ClearChoice was a huge help to our practice. The system is built very intuitively and has literally everything you could need to know within 3 or 4 clicks. We often receive very positive feedback from clients with the reports provided as it looks like we've put in a lot more work than we did. As we have moved into the pension and investment space, we have been using ClearChoice more and more as they tools the system has for reports, fund centre etc are make life a lot easier and help us provide better insights for clients... We have been using Clearchoice CRM for a few years now and it has moved to the core of our business. As it touches all parts of the business, it helps us prove our compliance. It's fast and really ease to use. I particularly like the fact that I can view income by client, by advisor and by provider."... For new start..