Usage

Strategies are used to record any financial strategies recommended for a client. Typically, these are the strategies included in advice documents issued to the client. 

Strategies become extremely useful when future strategies to consider are also recorded. These are strategies that may form part of projection scenarios, have come up in conversation or those an adviser believes may be beneficial at some stage. The reason it is useful to record such strategies is due to the 'Next steps' dashboard, where such strategies will be listed. This assists with adviser recall, meeting preparation and nothing is missed when it comes to pursuing a client's goals.