OverSight

The simple way to retain clients and grow your advisory business.

Visibility of your clients business health without complex reports for data driven communication.As a starting point for your advisory business, see all of your clients all of the time. Oversight’s client dashboard provides a clear and straightforward view of your clients data.With Oversight you can;

• Quickly identify changes in your clients data

• See key metrics and organisational data

• Group files the way you want for custom customer overview

• Set thresholds on data values to trigger actions

• Develop data history that isn’t available

Fore more info, visit: https://finlert.com/oversight/