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A part of our powerful Collaborative Network application, Advisor and Client provides an immediate platform for extending your advice and documents for your client onto the web. Advisor and Client is excellent for many types of advisors such as
- Financial coaching
- Tax specialists
- Educational, career, school advisors
- Debt counseling
Equipped with a powerful suite of communication tools and document management features, Advisor and Client delivers benefits that bring clients closer to you, helps your clients stay on course and respond more effectively to your advice.
Advisor and Client is a hosted web application that requires only a web browser and internet access to use. Your clients can use the easy point-and-click interface without any training and you can be using Advisor and Client with your clients in as little as fifteen minutes from now. Our approach with Advisor and Client is designed to meet your objectives. The bottom line is that your results are guaranteed.
Explore our free trial to discover how thousands of CLC Technology clients just like you have been delighted.
Please read the Frequently Asked Questions for questions you may have and call us toll free at 866-262-5750 extension 2 to discuss your business requirements. |
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| Create client goals and supporting tasks with goal dates for each. When your client marks their goals or tasks as completed you are automatically notified of their success on your home page. |
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| From your home page the Notifications module will keep you notified when anything changes in any client group. No more wondering what is going on in all those groups you created. Now you know when goals are met, or a client makes a change. |
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| With the optional (you can turn it on or off) built in Discussions and Instant Message you can expand on your client reach. The Discussions and Instant Message are one-to-one, client and advisor, with a securely encrypted archive of prior discussions and messages. |
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| A complete file and folder management system including drag and drop rearranging. Upload multiple documents simultaneously and manage document versions with our version system. No limit on storage space or bandwidth for files of all types. |
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| Upload your logo to the page header which replaces our logo to create a custom branded site for your clients. We will even help you with this if you need a simple text logo. Additionally to the logo, you can put in your title, name and subtitle that also appear in the header for your clients. |
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| Enter a clients name and email address, click "enter" and we take care of the rest in just seconds. We send email with their username and password, create their workspace, populate the files you want, and create their record in your client directory. |
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| Calendars, client and office directories, client billing system, and an Administrator menu to manage your subscription. Use client calendar to send email reminder notices of events and the client billing system emails and archives the PDF created invoices. |
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| Adjustable security settings for clients and staff with file and folder access fully configurable. We encrypt your data during transmission and in our database. This web application is compliant with HIPAA standards and all state and federal security guidelines.
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| Advisor and Client is not designed for an abstract method of client and advisor relationships. You will always be the advisor, software will never be a good advisor. Rather Advisor and Client is an adjunct to your practice, a tool to assist your client, a way for you to extend your reach, to always have a shared workspace between you and your clients. Being and Advisor is an individual and personal experience and Advisor and Client can be there for your client after the personal setting ends and provide your client with ongoing help and communication tools. |
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- Whatever client communication problems you are facing,
we will help you solve them.
- Whatever your client retention goals are,
we will help you reach them.
- Whatever your dreams are for a bigger business in the future,
we will help you build them.
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| $29.95 per month, per advisor, billed to a credit card on a recurring monthly subscription. For more subscription details please read the pricing page. |
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