Four Features to Help You Discover New Revenue
1. Identify your Clients’ Needs with the Click of a Button
Advisapedia allows you to provide an insightful strategic and operational audit of your clients’ businesses with an extensive range of consulting programs including profit improvement workshops, critical issue diagnostics and more.
Simply enter a client’s details and allocate them a consulting program. Advisapedia automatically sends your client the consulting program, prompts your client to complete it and then as soon as it’s complete, Advisapedia generates reports for you. All you need to do is click a button.
2. Build your Own Consulting Program
Because you want your clients’ experience to be a tailored one, Advisapedia allows you to build your own advisory programs.
You can modify an existing advisory program from RAN ONE’s library or develop something completely new. The possibilities are only limited by your imagination – and your clients’ needs.
3. Impress your Clients with Firm-Branded Reports
Advisapedia produces a professional standard of reporting that your firm will be proud of.
Your company branding will automatically appear on all of the reports that Advisapedia generates. Choose between simple or detailed reports, and then display your reports in six different styles.
4. Become Invaluable to Resolving your Clients’ Issues
Your clients will return to you again and again when you use Advisapedia’s project planning tool. Simply establish a project for your client, assign priorities, dates and responsibilities; then sit back and watch the improvements as they happen.
The project planning tool allows you to go beyond identifying your clients’ issues – you can become a partner in their resolution.


