Pf Director

PF Director is web-based intelligent advisory software for accountants. It is simple to use and packed with features that make giving good advice easier & quicker than ever before. We believe passionately that a business is not a balance sheet. Good advice must be underpinned by good relationships and to choose the next step you have to consider the whole journey. Our USP is putting the long term interests of clients and their families at the heart of financial decision making, through intelligent and customisable software that bridges the gaps between growth experts, accountants and financial advisors. Goal Setting & Tracking Identify your clients' financial (and non-financial) goals. The goal may be a particular net worth figure at a particular retirement date. Setting an objective target allows you to quantify progress and suggest improvements. Smart Advisor Function Our intelligent algorithm looks at all of the information that has been provided by the client. The system then works behind the scenes to identify potential personal wealth and tax planning opportunities. Tax Planning Hub Search and filter our database of UK tax planning ideas. Relevant items can then be added to the action plan along with your estimate of the financial benefit to the client - allowing you to generate additional fees. Personal Wealth Hub We have an ever-expanding database of money saving and cash generating tips and tricks that you, as the advisor, can search through before adding specific items to the client's action plan. Wellbeing & Non-Financial KPIs As well as looking at your clients' financial performance, PF Director gives you the ability to map and measure non-financial factors - such as stress levels, work/life balance, happiness etc.