Advice Delivery Suite

The Enzumo Advice Delivery Suite

The Enzumo Advice Delivery Suite is everything you need to support efficient advice production. The suite includes Enzumo's best-of-breed fact find, advice document and review report technology all in one comprehensive, coordinated solution. 

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Client Builder >

Client Builder is a fact finding solution supporting simple and complex client data collection, built around a single flexible template; powered using an XPLAN scenario wizard approach.

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Advice Builder >

Advice Builder is a master toolkit of specially crafted advice templates and strategy and product text libraries designed to fully utilise XPLAN research and modelling functionality.

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Review Builder > 

Review Builder is a comprehensive review report template that succinctly includes the client's situation, goals and past advice, portfolio performance and market commentary.