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Professional Connections Software
1.
An introduction to
PRIME
2.
3.
4.
5.
6.
A typical scenario………………
7.
Accountant logs in
from desktop icon and enters their username & password…..
8.
and refers a
client…..
9.
They enter the
client details……
10.
they leave a
note for adviser……..
11.
select which adviser
its going to….
12.
and who else
they want to be kept updated as case progresses………
13.
PRIME automatically produces
a referral advice letter for the client……
14.
and the associated
client authority for sharing information……. (data protection & client confidentiality rules
15.
the selected adviser
receives an alert of the referral via email……….
16.
The link takes
them straight into PRIME and details of the referral & any notes
17.
notes can be
exchanged as case progresses..…
18.
back and forth……
19.
Over time a
notes history is built up.…
20.
Once business has
been agreed the adviser enters the details onto PRIME
21.
PRIME automatically generates
the required client letters and emails a notification and the letters to the introducer…
22.
The introducer prints
off the client advice letter.. (disclosure rules)
23.
and the client
permissions letter…. (accounting to the client rules)
24.
management reports are
created…
25.
…and a document
audit trail…..
26.
And a client
database….
27.
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