PractiFI Demo: Fee Disclosure Statements

With the FoFA reforms, Fee Disclosure Statements (FDS) have become an administrative requirement that can take up valuable time in your financial advice business. What if you could easily identify clients that are due for a statement, generate them at the click of a button and email them directly to the client? Not only would it save you time and streamline your business, but your clients will also appreciate a consistent experience.

Watch how PractiFI can save valuable time and improve the FDS process for you and your clients.