Improve community confidence and trust
Receive transparent, accurate, current and consistent information about fund distribution. Less admin in the office and more clarity for community members.
Gather member and family information
- Quickly gather and compile member information.
- Create forms, templates and checklists with customised questions.
- Enable secure document exchange via application forms.
- Capture documents and receipts with phone cameras and send through secure forms.
- Add new members, their spouse, dependents and relevant notes on family connections with ease.
Get set up easily
- Run your trust smoothly with tools and training customised for your community needs.
- Build application forms, workflows and automated messages with customisable templates.
- Add accounting codes and additional detail to match your compliance needs.
- Set up staff and advisors with different levels of access to help manage different community requests.
Gain a bird’s eye financial view
- See your community’s financial activity and member activity in one place.
- Get quick insights on budgets, applications and more with real-time activity and reporting.
- Search through your member database, view family connections.
Streamline data entry with automated application processing and tracking.
- Track all application activity including finances and communication.
- Allocate a total budget amount, a closing date for applications, and a per member application limit.
Communicate clearly with members
- Automate messages and workflows for when a member completes an application form.(Get started with a large library of message templates ready for you to customise.)
- Send text messages and emails direct to members.
- Send bulk messages to groups of members.
Stay ahead of compliance reporting
- With all transactions and communications being recorded, compliance requirements are in order before the reports are due.
Collaborate in real-time
- Invite your advisors in and work together anywhere, any time.
- Talk on the phone and communicate on the same page showing real-time account information.
- Record notes, assign tasks, record all messages to keep a running record of correspondence.
- With all transactions and communications being recorded, compliance requirements are in order before the reports are due.
Access from anywhere 24/7
- Login from anywhere in Australia, even anywhere in the world.
- No need to wait for office hours, access everything you need 24/7, 365.
Customised for your community
- Create forms for any type of applications requirement.
- Add local suppliers to your applications form.
- Create admin users, groups, and varied permissions.
