“Sunrise Financial Planning has been an active member of the Trusted Advisor Group for many years. As a small business owner it has been greatly beneficial to have the extra resources, support and advice provided by Paul and his team. Paul is very knowledgeable and is always at the end of the phone if you need him.

Being a member has enabled us to stay informed and up-to-date through top class seminars and other events, as well as having access to a panel of industry experts. We have upped our game and our clients have benefited from having access to quality advice they can trust. ”

“ The Clearchoice platform is a great help to us running the business. Having a quotation engine, fund centre and product research and comparison tool on one platform is extremely convenient and helps us manage our time efficiently whilst keeping costs low with the avoidance of numerous subscriptions. Additionally, the various reports that are available are both client and compliance friendly. The user friendly dashboard on the Clearchoice CRM provides us with the data we need on a daily basis with simple navigation to further options like pipeline and diary management and daily workflow tasks to be done. I personally am an experienced user of various CRM systems in the market place and rate the Clearchoice CRM as the most efficient.”

“ Clearchoice CRM has been part of our business for a few years.  Every member of the Metis Ireland team uses Clearchoice CRM throughout the day.  It helps to ensure that all client contacts are logged appropriately and we are sure that it helps the business with all aspects of compliance.

While Clearchoice CRM is really easy to use, the comprehensive nature of the reports that are generated from the system mean that we are always delivering an efficient and professional service to our clients.

The excellent client portal allows our clients to log in and check their portfolio values, therefore significantly cutting down on administration time.  The Sales pipeline facility is a brilliant tool to measure performance and expected results.

From a management information point of view, we are sure that Clearchoice CRM is the best in class system available to Financial Brokers. ”

“ We currently use the CRM system and Clearchoice . Since adopting both of these financial adviser tools in Premier Financial we have seen our efficiencies and service levels improve dramatically. We are now able to spend more time advising our clients and building stronger relationships with them. This increase in service levels would not be possible without the tools and services provided by Clearchoice. The team at Clearchoice really know and understand the broker market and are always available to listen, train and guide us on how to use their services to benefit our business. ”