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PRO Upgrade and how will it make you more consulting profit?
An online, fully integrated white labelled consulting solution that increases engagement and retention rates while delivering more value to your business clients in less time.
Includes tools for client engagement, business diagnostics, benchmarking, CRM, event management, and emarketing modules AND includes access to Business Advisor Network web platform for trading prospects.
Admin, Relationships and Management (ARM) | What’s Important To You? (WITY) | Business Wisdom | eMarketing | Surveys | DocManagement | Fee and Quote App

  • Simplifies and improves client engagement and increases success
  • Provides client driven diagnostic analysis and awesome reporting
  • Great ROI – bill only 1-2 hours per month to recover the cost;
  • No lock in contract and includes prospect trading platform access
  • A structured approach to making YOU the centre of influence
  • Full integration between modules, so no multiple logins
  • Intuitive, easy to use and supported by video training and online support
  • Impress the client by customising to look like your own custom tools suite
  • Exporting data anytime in standard formats
  • Import contact data direct from other packages including Xero, Attache, MYOB, Quickbooks, Saasu and Xplan
  • Contact list management, mass emails, autoresponders, automation of project and task management
  • Allocate and track your referred work from the diagnostics tools direct to your inner circle
  • Provides easier client management with a history of activity with clients or prospects
  • A complete package for the typical consulting practice MYP Best Business Program Model
  • And much more… so see the details below and CRM features here


Business Wisdom

Description A client driven business diagnostic covering Money, Customers, Process and Staff provides an easy to understand framework for the client.
Function Client Retention that is the envy of your peers

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Business Wisdom is a unique business diagnostic that assesses each part of a business to identify what it is doing well and where it is falling short of best practice. This enables advisors and the business to prioritise and focus its resources on those strategies and processes that will deliver the best results.

Like WITY, Business Wisdom also reduces the workload in capturing client data information. This process is typically the most time consuming for advisors and often least valued by clients. Business Wisdom allows this process to be completed with minimal time or cost being exhausted by the advisor. Once again, information is packaged in various reports for clients in a way that is professional, comprehensive and understandable. In addition, Business Wisdom reports benchmark performance against other participating businesses.

Using Business Wisdom as a diagnostic tool also allows you to allocate and track components of the client project directly to your inner circle of specialists.

Business Wisdom drives new business opportunities from existing clients and is a structured approach to making YOU the centre of influence. Need more details… why not contact us now.




What’s Important To You? (WITY)

Description Establishing the personal priorities of the client in a simple analysis tool and helping them understand what they don’t know but should know.
Function Awesome Client Engagement rates

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WITY offers a new engagement model for advisors. It dramatically reduces the workload in capturing information from clients and repackages this information in various reports for clients in a way that is professional, comprehensive and understandable. Using WITY as a client engagement tool also allows you to allocate and track components of the client project directly to your inner circle of specialists. As an example if a client identifies that cash flow is an issue then you can allocate that specific element to your specialist team member, which keeps you positioned as the go-to person to solve the clients problems.

Offering truly relevant advice means understanding your client on a number of levels. What is important to them personally and in their business? What do they want to do with their business? The ‘What’s important to you?’ (WITY) tool uncovers the answers to many of these and other issues, ensuring that the client and their advisors are much more conscious of the gaps that exist in their priorities and where they should focus their time and resources.

WITY is a structured approach to making YOU the centre of influence.
Need more details… why not contact us now.



Certified Partner

Real-time Benchmarking

Description Real time benchmarking for businesses including budgeting and scenario planning for their specific industry sector.
Function Converting client data to relevant management information

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How well are your client businesses performing? Is their performance “good, bad or ugly”?

If you don’t benchmark their results, neither you nor your client can truly know. Benchmarking offers a web-based breakthrough in comparing business performance across industries and geographical boundaries.
Businesses can now access the benchmarking tools that have only ever been available to large organisations. Through Benchmarking, managers can make more informed decisions that save money and significantly enhance overall performance.
Benchmarking has made it easy to compare both profit & loss reports, balance sheets and key performance indicators. Advisors can now stand out in their efforts to add value and understand the key performance drivers of a client business.
High quality reports are instantly available allowing advisors to maximise value for a minimal cost of time.
Budgeting & Scenario Planning
Benchmarking also simplifies the budgeting process while maintaining all the benefits. Using last year, current year or some other results as a base, your clients can now very quickly and efficiently develop multiple budget scenarios before deciding which of the scenarios to use as the budget for the next financial period.
The selected budget is then included in reports against actual results and benchmarked results of top and average performers.

Benchmarking drives new business opportunities from existing clients and is a structured approach to making YOU the centre of influence. Need more details… why not contact us now.




eMarketing

Description Integrated eMarketing to grow your client base and efficiently communicate with existing clients.
Function Client engagement, retention, referral generation and client management

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Highly valuable and efficient, eMarketing can transform an advice business by increasing fees for a reduced overhead of time and other advice resources.

eMarketing empowers advice businesses to quickly and effectively market to their clients and prospects, to build target lists and electronically communicate with them in a tailored and relevant manner.

  • Manages and automates email broadcasts
  • Builds as many mail lists as required
  • Creates marketing campaigns
  • Automatically tracks sales leads and integrates with opportunities in ARM
  • Creates, manages and promotes events
  • Provides a marketing history of activity with clients or prospects
  • No restrictive limits on numbers of communications per month
  • And much more…


Need more details… why not contact us now.


Administration, Relationships and Management (ARM)

Description Allows you to proactively manage the administration, relationship and business development side of your business, including event management and sales pipeline management.
Function Client Management and consulting business development

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This module includes the following features:

  • All standard CRM capability in an easy to use format
  • Manages new business opportunities providing a range of high value reports
  • Establishes links and relationships between people and organisations
  • Tracks outcomes of new business opportunities easily and efficiently
  • Tracks the value of new business and the reasons for win or loss
  • Integrates with the eMarketing module
  • Tracks the usage of all MYP tools and links to all MYP reports conducted for the client
  • Automates project and task management
  • Provides a history of activity with clients or prospects
  • Detailed table of CRM features here


Need more details… why not contact us now.



Online Results Surveys (ORS)

Description Understanding what your customer, client, members or staff think is critical to sustainable business… If you don’t know… ask your customers, members or staff!
Function Benchmarked surveys of clients, customers, members and clients with your branding…

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This module includes the following features:

  • Talent Results Surveys (TRS) enables organisations to access high quality, comparative feedback on staff attitudes and engagement.
  • Client & Customer Results Surveys (CRS) provides management with real insight into the level of engagement their clients or customers have with an organisation.
  • Easy-to-understand reports identify areas of opportunity or improvement in client or customer relationships.
  • Survey options include a focus on longer term attitudes and satisfaction or shorter term experiences with a particular service or transaction.
  • Member Results Surveys (MRS) provides organisations with an edge in managing their important member relationships.
  • encourages members to provide tailored feedback on a broad range of issues important to them and helps to define appropriate organisational strategies to ensure current members are retained and new memberships increased.


Need more details… why not contact us now.



myDocs Module

Description This module will fully integrate with ARM and provide users with efficient access to client documents/files directly from ARM without having to access the myDocs module separately. ETA is July 2013.
Function Management of client documents… this will be one of the best value document management solutions on the market.



Fee and Quotation App

Description This new integrated app provides users with the ability to build a totally customised price book for their services or products. Armed with this app, they will be able to produce simple or complex quotes for clients/customers in seconds. This will be particularly powerful for professional service organisations who are struggling to standardise their offer, pricing and quoting. ETA is July 2013.
Function Management of client documents… this will be one of the best value document management solutions on the market.




Find out about Business Benchmarking here.
Find out about Customer and client surveys here.

This is what other advisors are saying about these awesome tools….

I was looking for a tool that would support my knowledge and experience in providing value to my clients. The MYP suite of products satisfied all the criteria that I required and provided additional tools to help provide even more value to my clients.
Gerry Maguire, CFO Connection

If you want to add value to the services you provide, find ways to attract new clients or increase fee revenue, I strongly suggest you seriously consider the MYP suite of tools.
Based on my personal use of the MYP suite of tools, I strongly believe that MYP is one of the best software selections I have made in many years. My clients have received better information and advice from me on how to improve their business’ performance as a result of my use of MYP. It has helped me secure new clients and additional work from existing clients. No ifs, no buts about that statement.

Ross Keating, Dawn Business Development Services

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