Advisor Notes utilizes Microsoft Access as it's platform. The areas/categories included in the program cover all the fundamentals of solid financial advising. Throughout the application, the categories utilizes specific preset dropdown menus, check boxes, option groups & tabs to organize and capture the essence of your client meetings. Record a meeting as short as a phone call all the way to a full planning engagement.

Advisor Notes Categories

  • General Conversation
  • Financial Management
  • Investment Planning
  • Risk Management
  • Retirement Planning
  • Tax Planning
  • Estate & Legal
  • Know Your Client
  • Purchase
  • Redemption
  • Trade/Switch
  • Fee Discussion
  • Disclosure Items
  • Segmentation & Opportunities
  • Admin/Assistant Tasks
  • Annotation

Output from Advisor Notes is a PDF report that can be emailed to support staff or saved to One Drive with subsequent upload to Client Management System.