Getting Started & New Announcements
Hero Advice Product E-Brochure
- Introducing Hero cloud based Wealth Advice CRM
- CIM- Client Insurance Manager
- Hero Advice tools
- How the Risk Profile system works
- How an SOA flows from one section to the other
- How Hero creates Goal Outcome Based Advice
10 simple steps to start and create an SOA
- Step 1. Gaining access to the system
- Step 2. Adding a new client for the first time.
- Step 3. Using your fact finder for the first time
- Step 4. Viewing the Summary page for the first time
- Step 5. Proposing strategy
- Step 6. Creating an Insurance review
First time users
- ★ Using the right web browser
- ★ Which is the preferred Web Browser to use
- A clients view of your advice
- a retirement calculator that does more than just the sums
- Assigning roles within the system
- Consumers and Hero Interactions
New Features
- ★ Updates & Overview
- Using the calculator when comparing investment funds
- How to compare funds & fees
- How the system was designed for you get the most out of it.
- Comparing Fees & Charges as part of SmartCompare
- QuickText