The AdvicePro System
AdvicePro sets the standard for casework management, based upon the principles of the Common Financial Statement (CFS) from the Money Advice Trust and the British Bankers Association, it is creating Industry best practice. There are three different specialist versions of AdvicePro.
Custom
AdvicePro Custom allows agency managers to define their own data fields and then report on them through their own custom reports, extending the capabilities of AdvicePro to meet their individual information needs.
Standard
AdvicePro Standard enhances the reporting capabilities of the software to allow any data held to be reported against and compared. Enhanced formatting options allow agency managers to tailor their own reports to their individual need.
Reports can be produced for any timeline – for example, weekly, monthly, quarterly or annually and can be saved in .pdf, Word or Excel formats, allowing the information to be integrated into other reports that an agency may be preparing.
Add-ons
Add-ons will allow you extend the capabilities of your system by specialising in debt; immigration; student unions and filing stipulations of the Legal Services Commission (LSC).
To find out which one is best suited for your organisation please contact us or find out more on the AdvicePro Website.
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