How does the Document feature work in planhappy? Documents can be scanned directly by dragging and dropping into system, link to clients and are fully searchable. No more using multiple systems to look at documents related to clients, all documents are at your fingertips.
Notes are hugely important in the financial advisory business. You can create as many different forms and note types as needed for your business. Note templates can be attached to tasks, you can print them and merge them, so your business processes become seamless. The system is customisable to suit your needs.