How You Can Work Remotely

Partnercorp has a number of service divisions including corporate training, information technology and management consulting.  These divisions have been operating for many years and we are now focusing this range of expertise on you.

Our Planner Support Centre staff are specialists in each key area of  wealth management. They are trained and dedicated in making sure you get the right service, on time.

These resources combined with our unique, built from the ground up, software means you get support of a consistently high quality across all key practice areas.

We call the software support program TOAD (Total Organisation of Advisor Data). 

Using a virtual private network (VPN) connection you can load data and tasks fast and efficiently.  Our staff work exclusively off this platform so when you make an entry we see it and act.

TOAD software cuts down administration time for the planner by creating tasks for our administration staff to complete including:-

• Lodging Insurance applications
• Writing plans
• Researching account balances
• Conducting insurance quotes
• Rolling over superannuation
• Managing your diary
• Taking your phone calls
• Following up applications and rollovers
• Sending out letters
• Calling fund managers 

TOAD also stores the data that is required for the assessment and completion of mortgages, insurances and investments.

This data is stored under the clients name and includes;

• Personal information – phone number, address, employment, reasons for seeking advice,
• Cash flow – income, expenses, surplus income
• Assets – primary residence, vehicles, products and accounts.
• Liabilities – loans, credit cards, credit history
• Insurance – personal and general.
• Client questionnaire
• Licence
• All documents and letters that apply to that client.
• File notes

Storing this data in TOAD makes it easy to export the client data into the Statement of Advice Generator.

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