As part of our ongoing FinCalc development we are pleased to announce our new Transvas Admin Pro Add-On!
We understand that keeping a detailed audit trail of your Case is key when giving Financial Advice. In the current climate with many working from home we also appreciate that paper files are not feasible.
Transvas Admin Pro is an advanced administration add-on that allows you to create a detailed audit trail of your Pension Transfer Analysis Report production. It allows you to keep everything in one place including scheme information requests, replies to your queries and case specific documentation.
You can add bespoke notes to each case as and when required, and the add-on is a perfect solution to ensure vital information relating to a case is logged for future reference.
Each add-on allows you to add thousands of documents and case correspondence with 5gb of storage available.
If more storage is required, additional add-ons can be purchased! It also includes the ability to ‘drag and drop’ any files onto your Case.
The Transvas Admin Pro add-on is a chargeable add-on, and if you are interested in this feature please contact our support team HERE.