Track every stage of your cases in real time, whenever, wherever.
Suzanne gives us a brief overview of what Fluid can do to help organise your workflow and achieve maximum case management efficiency.
With Fluid, you'll know exactly where each case is at, all the time. You'll see how your cases are progressing and receive notifications every time there’s a new update, so you’re not left in the dark.
There’s no need to worry about losing bits of paper or tracking down emails from months ago. Fluid organises and stores your documents under each case, so if you need something urgently, you can access and download it within seconds.
Instead of liaising with several different Paraplanners, Fluid collates all your cases worked on by each of them, so you can keep an eye on every single case from one place.
We capture the FUM brought in each year, which is great information for your Practice to shout about on social media and in your other marketing campaigns. We also show if your staff are on track with their efficiency goals and QoD scores.
Fluid shows you how much your cases are bringing in alongside the fees you’ll need to pay to manage them. Knowing the net sum at a quick glance helps you to juggle the books each month.
We have oodles of data at our fingertips about our Paraplanners and Chasers, including their efficiency, tasks complete after due date, and QoD scores, which means we pick the best team for each of your cases. Can your Paraplanners do that?
Having a full timeline gives you unparalleled insight into your cases and a detailed audit trail, should you ever need to go back and check something that happened weeks or months ago.
Whether you are an existing user of Plus Group services, or a practice looking to level up your in-house Paraplanning, click the link below to register your interest.
"Fluid has been a very useful tool in allowing us to allocate cases to our paraplanners and allow us to keep track of the cases at all times. The workflows have also been very beneficial for us to see the stage of each case. This has allowed all members of the practice to track their cases including the advisers and support staff, this has been beneficial for the advisers to update their clients also and allows us to manage expectations as a practice."
"A real time saver! No need to chase Paraplanners by phone or email for updates."
"Transparency and accountability. There's no ambiguity as to who has done what or when on a case"
"No more missing files. Case documentation is organized, easily accessible and downloadable"