Live

Task Manager

Dynamic, Trello-style to do list which is cloud-based and allows for everyone to interact.

Open

Live

Contacts CMS

Add new contacts to automatically push to Clive's Outlook/Exchange 365 and MailerLite.

Open

Live

Cash Flow Modelling

Create cashflow modelling reports and live graphs for clients.

Open

Live

Meeting Transcriber

Record meetings, transcribe meetings and create meeting notes.

Open

Live

MailerLite Database

View and amend MailerLite contacts and groups with a two-way integration.

Open

Live

Fact Find

FECashCalc-style fact find with two-way IO integration and a bespoke risk questionnaire.

Open