FinShare is a client and sales management system specifically design for financial planning businesses and financial advisors. Developed in conjunction with the AMP Financial Planner Association FinShare delivers end to end client management that improves productivity and enables financial advisors and planners to manage all their client information in a single customer relationship management system. FinShare is simple to use, provides quality management reporting and enables active tracking of client opportunities for business development. You will be surprised how simple and easy FinShare is to use and the immediate benefits it will provide to your business.

A simple process to load your existing client data and you are ready to start using FinShare actively in your business. FinShare support team provides online services to assist each new client to load client information, provide user training and ensure that the uptake of FinShare is fast and efficient. There is no software installation required, FinShare can be used from any computer, anytime, anywhere through the secure user log in. Use FinShare in the office, at home or on the road. All you need is internet access and you are away.

A new FinShare website will be coming soon with more details and information about FinShare.  www.finshare.com.au
For more information about FinShare and how it can improve your financial advisory business please contact Richard Gilbert on +61 411 336 631 or  This email address is being protected from spambots. You need JavaScript enabled to view it.