Fee 4 Service Software
Finally, a software developed exclusively for financial service professionals that helps you manage your firm and your profits with an easy-to-use solution. This software is a revolutionary new way to manage your firm and ensure consistency of client service deliverables and net profit.
With the growing
demand from clients for services, consistency and
performance are
key to surviving in the financial industry.
F4S software will help the Advisor to create, cost and price
their service offerings.
Providing value to clients is doing the “right thing”, and
now you know it will be at the “right price”.
Understanding costs is Business 101. Most businesses know how to cost their products and services. This is essential as it leads to an understanding of profit. Why should the financial advice business be any different? Going forward, it will become increasingly important as regulations change and consumers become more cost aware, and this is where F4S software comes in. F4S software provides an objective approach to evaluating your practice through the services you offer.
The software includes automated P & L Statements, manages client
segmentation, calculates cost per service
offered and measures staff impacts. And, it relates all of this to
your strategic planning goals in an easy-to-use format. F4S works
with most Client Relationship Management Softwares.
And, you do not have to go it alone. Included in the subscription
are setup, customization, training and coaching. We help you every
step of the way. And we also are including a free subscription to
the Efficient Practice Advisor Network, a member area filled with
tons of resources, templates, utilities and discount programs
that could save you hundreds, even thousands of dollars every year
on software you may already be using.
For a free demo, please contact us today, CLICK HERE! or call toll-free (888) 694-6171.
To sign up for your subscription, CLICK HERE!
To review our refund policy, click here!
