All advisers need a permanent record of the business they write. Whether you are a 'one-man band', part of a large IFA company or anything in-between, your client-base is your biggest asset. Many clients will stay with you for life, so it is vital for you to have your client information organised and always accessible to you personally.

So how do you do that? If you either rely on administrators and large, complicated 'back-office' systems, or you keep information in day books, paper files, Outlook or some basic email/contact type system or even in your head.

Clientracker takes care of all your business data plus a whole lot more!

Please explore the site, we are confident that deciding to use Clientracker will be one of the best things you can do for yourself and with secure online access 24 hours a day you will very quickly wonder how you ever got by without it!