| VBOCS
is an Integrated report writing tool with numerous templates for full advice, limited
advice, insurance only and regular client reviews. Documenting strategy recommendations,
justification and compliance requirements is all streamlined with these functionalities. Some of the reports are :
- Statement of Adivce
reports
- Recommendation
Summary Report
- Client Personal
Summary Report
- Client Details -
Before & After Implementation
- Sales Reports
- Advisor Commission
- Dealer Group
Commission
- Processing Notes
|
