There are many CRM’s in the market, but not many has financial industry compliance built into their DNA. Operating an advice business in the new regulatory environment was always forefront in the development, that's why our developers work closely with our advisers to ensure delivery of a system that works well in adviser businesses. A comprehensive six-step advice process has been built into the system to ensure your compliance and due diligence is taken care of. The system is easy to navigate and master, with continued enhancements being added as the need arises to ensure our CRM is the most important tool in your belt.
Advice Link is proudly developed in New Zealand with a New Zealand based support team. Our development team works closely with service providers to ensure that our users have the latest resources available at their fingertips. Our assured collaboration with the key industry stakeholders enables us to keep up with new regulations, legislation and requirements set in the industry.