 Certior
Services
To support financial planners and their clients in their
decision making, Certior offers three levels of service:-
Subscription
Full use of the software on your computer, including
training and unlimited telephone and internet support, with
no minimum contract term.
Reporting
For initial client meetings or review meetings, the Certior
Do Nothing Report sets out the current situation and how
this is likely to progress.
To support your holistic financial planning process, the
Certior Planning Report presents your plan in a way that the
client will understand – and value.
Your plan will be devised during an internet meeting. You
will plan – I will drive the software.
Design
Two award winning financial planners work with you to help
you build a template financial plan to your specification
which integrates with your business processes.
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