These case studies are based on actual client types and issues. They explain, with screenshots, how a DIY Investor, Freelancer or Professional Advisor (such as an accountant or mortgage broker) might use the software in a real world setting.

financial planning meeting board table

Client eReview Gateway

The FPA launched an initiative at the FPA Congress 2019 to explore ways to digitally deliver a Statement of Advice in a format which makes it easier for the client to understand.