A New Era - A New Standard

E-Broker is the complete Client Management System (CMS) for the successful, or aspiring to be successful, Risk Management advice practice. It can also be used very effectively by Financial Planners, Mortgage Brokers and Fire & General Brokers.

E-Broker will assist advisors going forward into a new environment
– an environment where Compliance will become increasingly important with financial services advisors performance becoming more closely scrutinised and audit trails more important.

E-Broker – A New Era – A New Standard