Have all your communication and documents in one place so your team has everything they need to get their work done. Track where every job stands to ensure nothing falls through the cracks.
Have all communication, both internal and external, happen within Financial Cents to keep everyone in the loop. Get instant visibility into who said what and when.
Store all your client information, documents and notes in one place so your team can access them anytime and anywhere
Easily delegate work to your team and see who is working on what to create accountability across your firm
Track your firm’s client work through every step of the process and make sure they are on track to hit their deadlines to ensure nothing falls through the cracks
Create a recurring project
Copy it to all your clients
Track progress & collaborate with your staff