Introducing AdvicePro Insights, the exciting new FREE upgrade for AdvicePro Reports! With its Customisable Dashboard functionality and a sleek, modern design, it brings a fresh perspective to your reporting experience. The best part? It seamlessly integrates with all your existing reports, making the transition smooth and effortless. Reach out to our Helpdesk today to learn more about upgrading.
External Document Storage
External Document Storage allows agencies to use their Sharepoint, Dropbox or Google Drive accounts as document storage. More information in the Help & Support > Recent Updates section for the application.
Originally launched in April 2020 with the Client Signature module, the extended Client Portal now lets you and your client share documents and communicate securely. More information in the Help & Support > Recent Updates section for the application.