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Helping Financial Advisers to get their time back by automation

  • Software gives you accuracy to reduce time and costs and run your business efficiently.
  • Choose a software solution that is designed to specifically for financial advisers.
  • Software which provides you analytics and information seamlessly anywhere or anytime.
  • Increase your monthly revenue by 30% today

FREE Access today

The ONLY standalone insurance reporting tool on the market! Access an end to end platform for Financial Advisers. *Conditions Apply
limited time only

The only standalone insurance reporting tool on the market​

Access an end-to-end platform for advisers that puts you in the driver’s seat of generating quality sales and leads. Explore critical data that dives into the most crucial details of your prospects and drive conversions home.

Impeccable commissions and revenue management-above advsr only

Enjoy a comprehensive service that does all the hard yards for you. Save time on the entire commission management process and power up your efficiency through user-friendly features.

Powered by Adviser Technology, the Client Database Management Solution (CDM) is designed for business database managers to create opportunities and increase profitability. View essential client information and prospect details that let you minimise costs and keep new business coming through the front door.

Unique

A one-of-a-kind platform designed specifically for industry professionals like you.

Scalable

Unites all of your most essential data into one location that grows as your business does.

Massive potential

Entirely flexible, CDM unlocks opportunities that otherwise go untapped. Explore new avenues through a system that incorporates data from 9 major insurance companies.

Trialed and tested

Designed, built and powered by a team that’s worked in the trenches, CDM operates as a standalone solution or a part of your bigger picture.

We enhance businesses like yours by working with industry leaders

Features

View key information

See the most important insights of your prospects in one nifty location. Explore clients, policies, anniversaries, premiums, providers and more.

Valuation

A convenient way to get a valuation of the business for insurance

Standalone

Enjoy CDM as a standalone platform or as part of a bigger solution.

Free for life

Access subscription-based, cutting-edge software that’s designed for affordability.

Insurance partners

Gain peace of mind in knowing you’re data is secured by some of Australia’s biggest insurance companies.

Easy reporting

Pull critical data into easy-to-read reports that fill you in on your biggest opportunities – all at the touch of a button.

User-friendly

Navigate a tool that lets you visualise key information from any device.

Generate leads

Grow and convert opportunities from your existing insurance portfolio.

Built by experts

Experience the power of a solution that’s backed by a team that knows the industry inside and out.

Testimonals

FREE Access today

The ONLY standalone insurance reporting tool on the market! Access an end to end platform for Financial Advisers. *Conditions Apply
limited time only

Contact - Fill in your details to get your FREE access*

Address
204a Balaclava Road,
Caulfield North VIC 3161
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