Telescope is the easy way to get all the right information from your clients without tedious forms, three hour meetings or sitting in uncomfortable silence as your new clients try very hard to remember exactly who their super is with.
No-one, that’s who. That’s why Telescope has been designed with both the planner and client in mind. There are just four screens for your clients to complete. And Telescope doesn’t ask any questions that they can’t answer.
As an adjunct service, Telescope can chase up product providers to get all the details you need, so you can spend your time with clients, not on the phone.
With all your client information online and easily viewable, file reviews are quicker and easier than in the past. Easily demonstrate you are meeting ‘best interest duties’ with minimal additional paperwork.
We’ve worked hard to make Telescope as easy to navigate and use as possible.
Because there’s no point implementing a new solution and then having to spend hours explaining it to your clients.