“It’s hard to pick a favourite feature as we use everything within Fluid. But if pushed, we think that seeing how many cases you’ve got at a glance is especially useful. And the fact you can filter cases by name or Adviser is a quick win!
We also appreciate being able to gauge how busy each Paraplanner is.”
Daniel Healey - Managing Director
"Fluid has been very useful in allowing us to allocate cases to our paraplanners and allow us to keep track of the cases at all times. The workflows have also been very beneficial for us to see the stage of each case. This has allowed all members of the practice to track their cases including the advisers and support staff. This has been beneficial for the advisers to update their clients also and allows us to manage expectations as a practice."
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