We recommended a solution, built in FileMaker Pro, which enabled him to manage his business on both desktop and iPad.
Alistair met us almost weekly over a three-month period to discuss how his system was being developed. This meant he could give feedback and help us refine the solution.
We were able to automate the following processes:
- Data importing from seven different providers
- Validation of imported data
- Generation of client valuation reports
- Generation of client meeting reports, including recommendations
- Fact finds