BUSINESS BENEFITS
As accountant, you are your client's trusted adviser. You hold the single most influential position in their lives, above all others, and you are able to make such a positive contribution to their business and financial lives. There is often no one else to whom they can turn for this level of guidance and direction.
Sadly and all too often, the pressure of meeting compliance and other deadlines can result in your clients' wider needs and other important issues being overlooked, only showing their heads when it's too late, and their goals and financial independence never achieved.
Is this you?
The InControl™ Risk Management process and software was developed to support you as accountant meet your client's wider needs and increase your fee take, in a highly professional manner and without significant impact on your time.
If this sounds a little too hard, it needn't. RMS works in close association with Professional Investment Services (PIS) to provide what is close to a complete turn key solution for accountants wishing to deliver a wider more comprehensive service to their clients. PIS was founded in Australia in 1997 by 7 accountants and 5 financial services professionals wishing to work together to enhance client services. Today PIS is probably Australasia's largest independent financial services group and is a market leader in the field of integrating financial services into accountancy firms.
Support includes
- Provide an adviser to facilitate the InControl™ review
- Seminar support
- Practice Integration Programs (PIP's)
- Professional Development days
How InControl™ can work for you:
- Enhancing existing client relationships and adding further value
- Increasing business potential
- Retaining client ownership; RMS simply provides software, systems and processes
- Reducing your risk by transferring a vast majority of the responsibility and risk of tendering advice to RMS Group Limited
- Distributing a wide range of products and services beyond investments and insurance
- Providing a highly comprehensive service including middle office administration, satellite supervision, helpdesk facilities and onsite training and support
- Plus you receive on-going site management and support at no extra cost and there are no penalties should you decide to change systems
