The H D Consultants / PTFS Toolbox - a state of the art admin system -   supports you through the sales and customer management process and is designed to help all of our Consultants to run their business efficiently and professionally.

Toolbox enables our Consultants to have the ability to keep and update details on customers, policies and sales.

The system enables our Consultants to print standard letters, attach documents to customer files and schedule diary events. You can also track all commissions and tasks. As a business, we are able to generate KPI's to monitor and track all commissions and fees  and provide sales process checks and support. 

Benefits of the system for H D Consultants' Advisers:

* Cut paperwork by updating details directly.
* Get accurate commission payment information.
* Track product and sales performance.
* Use compliance processes and conform with the FSA rules.
* Generate KPI information to manage your business more efficiently.
* Manage customer relationships with automated diary functions.

Features of the system:

The system is accessible from anywhere over the internet through web browsers and uses encrypted connections for security.

• Sales Process
• Comprehensive Fact Finds
• Standard Letters and documents
• Task and diary management
• Customer record and document management

Compliance

• Compliance workflow
• Training management and auditing

Commissions

• Track commissions
• Control and analyse allocation of commissions

Business Reporting

• Sales and commissions reporting and analysis
• Performance analysis

To log in, please click here.