create a portal to your clients’ world that they will understand
Business owners and their advisers are surrounded by disconnected and siloed pieces of business and personal information. Propel Pro + converges all a client’s critical information into one place to provide transparency, clarity and confidence.
PROVIDE BETTER ADVICE
View your client’s personal + business information together to see the bigger picture + provide more valuable advice
Help your clients take control of their financial future by generating three-way cashflow forecasts based on actual data, budgets or scenarios
AUTOMATE YOUR CLIENTS' WORLD
Set notifications + reminders for insurances, + set up and track loans, so your clients will never miss a thing
Share access to meeting agendas + minutes with clients for complete transparency. Generate action items + automate notifications
discover a better way to manage
clients’ critical information
BOOK YOUR FREE ONLINE DEMO NOW
start taking control of your clients’ business
+ personal world from only $150/mth*
*Monthly subscription price dependent on staff number, requires a version of ARM. Click SUBSCRIBE NOW to view the pricing for your organisation.