VBOCS (Virtual Back Office Control System) is a web based comprehensive management system to manage your business effectively. Centralised Client Management, Financial Planning and Research tools are available to Advisers. This financial services solution caters for multiple organisations, branches, advisers, support staff and clients.

• Take advantage of opportunities to promote and reinforce your brand.
• Online monitoring of Advisor and Staff activities.
• Centralised client database, secure data storage.
• Product data feeds from research houses and online quotation facilities to streamline your planning process.
• Manage your referral sources and prospective clients.
• Manage compliance and workflow requirements.
• Client access to key information 24 hours a day, seven days a week.