Customise Engagement

Customise Engagement Branding and Data Collection

Brand your engagement and select which data that you want to collect by creating different client engagement templates.

For example, you can brand your engagement “Financial Health Check” or “Financial Wellbeing” and collect all the clients data OR call the engagement “Goal Checker” and just assess the client’s goals.

You can choose to collect some, all or a combination of the following data: –



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