We all need Clarity
 The very fact that we all operate within a regulated environment means that we need a fully joined-up model for delivering advice. The FSA's RDR Initiative makes that quality even more critical to our success.
This understanding formed part of the basis for the introduction in July 2009 of...
Clarity is the UK's lowest-cost, fully-functional practice-management system, which very effectively brings together just about every tool you'll need for managing your business robustly, consistently, effectively and profitably.
All new Member firms of ValidPath will automatically be set up with the appropriate number of Clarity licences, and you have the assurance of ValidPath's continued commitment to developing this essential I.T. infrastructure as the core to all our businesses.
Below, we summarise some of the key benefits for ValidPath Members:
- Your client data is stored remotely and securely, so users can work anywhere (assumes broadband access) without compromising data security.
- New enquiries easy to create and follow-through. Linkage to webpages can help pre-populate new enquiries.
- Easy to use ‘advice frameworks’ - workflows for you and your administrators to follow, so that your business process is efficient, consistent and compliant.
- A range of compliant FactFinds, depending upon the type of work you’re engaged upon.
- Diary system tells you what you need to do today.
- Follow-ups, annual reviews, continuing contact and marketing a doddle.
- Live-updates (where supported by product providers) of policy/fund valuations.
- Re-use client data for essential research - full integration with Assureweb, Exchange, Trigold etc.
- RDR-friendly time-recording and fee-billing functionality (the best we’ve come across).
- Continual development of library of letter and document templates, and other resources within Clarity. All your essential items available at a click of the button.
- Commission/fee accounting handled within the system, with ValidPath handling the reconciliation process.
- Painless remote supervision of compliance and advice process by ValidPath.
- Unbelievably low-cost for a fully-functional practice-management system - £43.48 + VAT per month for a single user licence.
- All your Management Information available to you, at a glance, without additional effort.
- Every email, SMS and letter is tracked on the system.
- Telephone-call recording system available as option on the main system.
- ValidPath’s commitment to ongoing resource and system development, to equip your business in an RDR-world.
Now available!
We are pleased that ValidPath Members can now access their own remote administrator and remote paraplanner by means of the Clarity system. Please contact us for details. |
