Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
Easy to implement, cost effective business management solutions & support.
Customised to your specific business needs.
Align your practice management systems with key profit drivers.
Independent business valuation for advisory practices.
“We have been utilising Business Health RTC Software for approximately 4 years… Prior to utilizing Business Health our [registers] were all excel based, where the data was in inconsistent formats… RTC ensures efficient and consistent report production at the click of a button.”
“We have discussions with advisors about real life issues and it allows me to become an “insider”. The work we do together demonstrates our commitment and dedication to [the advisors] business.” (Customized network program)
“This is gold…
The information in here is invaluable.
Fantastic initiative and probably the most valuable performance tool we have had at our disposal in 16 years of business.”
Running a business can be hard work. There seems to be a thousand things to deal with (all of them urgent), you’ve invested a lot of your time, effort and money in a business which has seen the reputation of financial services sector called into question on numerous occasions over the past couple of years. As we said… hard work! On the other hand, you know you are performing a valuable service for your clients – the world of financial…
It is obviously important that all remedial actions are addressed as quickly as possible and certainly within the prescribed time. It is also important that there is one “source of truth” for these actions. Trying to manage this through emails and CRM’s can mean information gets lost and important remediation does not happen. RTC (Real Time Compliance, a web-based software system for compliance management) has a remediation process built into its audit tool function. The system automatically generates specific remedial…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while a lot has happened since then, this message hasn’t changed – it simply makes good business sense in our view to know your key metrics, track them over time and to know how you compare in the marketplace. So, in an effort to contribute we thought we’d share with you our latest analysis of the key…
