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Case Management Software

Case Reports

Handy, Useful, Prompted

The handy Case Reports provide a snapshot of the key information about your client and the case to date. 

The Case Summary is particularly useful for client meetings, as it provides an overview of the case including the client’s key details and all their life and lifestyle objectives.  

Questionnaire results can also be included as well as any product assumptions and design levers. 

Paraplanners can include prompts for any questions that require input from the client and any points of note that may be useful to the planner or adviser. 

Intuitive, Variable, Storable

Intuitive, variable, storable 

The Case Summary can then be output as a pdf and printed if required so the planner or adviser has all the relevant information in front of them. 

The Storyboard Report allows users to produce a snapshot of all the information held on a client at a particular time. The intuitive report builder allows you to include and exclude sections of data with the option of detailed or summary views where appropriate. 

Once produced, this report can be stored as a pdf against the client file giving a crystallised view of the information held at the time of any advice. 


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