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.”
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…
ASIC Report 515 looked at KRIs for advice licensees to consider when monitoring and supervising Advisers. There were quite a number of key risk indicators mentioned. Without going through them all, consider the following that were mentioned in the “Adviser Profile” category:- Adverse complaints history in terms of both the number and value of complaints Adverse adviser audit outcomes High level of recorded incidents, issues and events, and breaches Poor training history (e.g. training not completed by due dates or…
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…
