Zovanti delivers a uniquely modern technical solution leveraging the best of breed applications fully integrated into your day to day processes
Utilise the power of the worlds most advanced CRM platform.
Access Australia's most advanced research and advice platform perfectly aligned to the most efficient advice template in the market.
Select from over 100, & growing, integrations to streamline every aspect of your business processes.
View and analyse your data using Salesforce's dashboard solutions including;
While Zovanti provides over 50 dashboard designs, you have complete control and can fully customise your dashboards based on your goals, your data and even your team roles.
Select from over 100 prebuilt reports or build your own in minutes. Either way you can ensure that the Salesforce reporting suite can provide you access to your data at the click of a button.
Generate Advice Documents using a market leading Wizard and Template on IRESS XPLAN.
No upfront cost
There is no upfront costs to gain access to the Zovanti Advice Generation Tools. Only pay when you generate an advice document.
Gain access to all your CRM data from your mobile phone. View your reports, dashboards, tasks, client phone numbers and all data from the palm of your hands. Get notifications when key events are started or completed.
Zovanti have built the full data model on top of the worlds best CRM, Salesforce, so that you can manage and maintain all of your client data.
Captegra (AFSL Compliance)
Word Merge Engine