"Evaluating adviser appointments and their effectiveness."
eAppoint
eAppoint manages all scheme appointments and reviews their effectiveness.
Schemes engage in several appointments such as Investment Advisers, Actuaries, Lawyers etc. eShare creates a schedule of appointments and ensures reviews are performed on a periodic basis to ensure their services continue to be effective and add value to the scheme.
eShare will categorise the schedule of appointments by type.
Users can click through into each appointment and view all information associated with it, such as the status, contractual agreement, charge rates etc.
In addition, users are able to log any issues with an adviser within eShare so when a review is due, all the information is ready and to hand.
When appointments are due for review, eShare notifies users via email. A decision can then be reached on whether to continue with the appointment or terminate it.
Future review dates can be set along with any mitigating actions.
| eAppoint Benefits |
- Manages appointments effortlessly
- Saves time
- Appointments reviewed continously
- Categorise appointments
- Full transparent view
- Everything recorded and maintained
- Users can log any issues
- Ensures Advisers are adding value
- All mitigating actions are managed
|
: eAppoint Workspace
For more information.....
If you would like more information about eAppoint and how it can benefit your scheme, please call 0845 200 7829 or email Info@eShareUK.com to arrange a personal demonstration.