Intelligent Interface - Benefits for Advisors

Personalized account enables direct access to the innovative and unique system:

Contact database

  • Input and update personal and contact information, skill set, experience, key words, biography, availability so that clients can find you or request an engagement.
  • Provides information to the sales and marketing team so that they can find appropriate engagements for you

Engagement

  • Identifies open client requests so that you can apply for those that align to your skills and experience
  • Provides you with project information to ensure that you are well prepared

Administrative Support

  • Online tools to ask questions and provide feedback on assignments
  • Request payment
  • Secure system that ensure all proprietary information is safe
  • Provides detailed summaries of assignments and payments
  • Online terms and conditions ensure compliance for each assignments.