The AWB has a range of tools for the financial advisory practice. The base module is a full-featured, flexible and an easy to use customer relationship management (CRM) solution. Additional modules provide various optional financial planning specific functions including investment implementation and reporting plus insurance risk, debt and asset management.
The AWB delivers increased adviser ability to develop their client relationships, increased business productivity and improved administration efficiency through smart data capture, retrieval, management, reporting and compliance audits.
It is an innovative software solution that combines PC hosted application software that operates off-line plus web based hosting with state of the art synchronisation capability. It allows authorised staff to login and manage customer and contact information and activities from any Internet connected PC.
The modular design and large-scale functionality is ideally suited for the most proactive of organisations. With a host of programme features that enable staff to provide a most proficient, fast and flexible service, the AWB vastly improves customer relations.