Client Briefcase is an innovative new feature giving you greater control over the management of your client data by enabling transfer of client information from within Prospector Plus to other users and machines, quickly and conveniently with the minimum of effort.

Benefits

• Trigold’s ‘briefcase’ enables you to transfer client data and documents from Prospector AAA to other users and machines.
• Share data with colleagues and your compliance officer.
• Share client data between your laptop and office PC.
• Enable colleagues to manage your customers when you’re out of the office or on holiday.
• Pass customer details to administrative assistant to progress their case.
• It’s quick and convenient with the minimum of effort required.

How it's done

• Quick and simple installation.
• No Lengthy set-up process