Adviser login

The Adviser Data Center

Web Builder is not just about delivering information and documents, via a secure login, your advisers can also gain access to information that they might otherwise rely on your support staff to supply,.

Real time access to pipeline, case status and commissions information
Imaging providing access to pipeline, case status and commissions information. Real time data for your advisers, directly from your back office system. No more calls to support staff, no more time spent analysing information and preparing reports. Your advisers can now self-serve the information that they require at their convenience via the internet.

All you need is Client Care Desktop + broadband
For a small additional monthly subscription, the Adviser Data Center is an optional plug-in to the Modular Website. The only requirement is that you use our award winning Client Care Desktop as your back office system and you will, of course, need a broadband internet connection to your office.

Find out more
If you would like to learn more about the Web Builder or any of our other products or services, then please do complete the enquiry form, or email sales.

Alternately, you can call Russell Smith on 01279 756 080.