Consultant’s Edition

We work with the lion’s share of the UK consultant/broker market and over the years have developed our platform to offer best-in-class functionality to our consultant clients. The Optima Consultant’s Edition provides all the features of the Optima Enterprise Edition but with some key additional functionality which makes managing large portfolios of data easy and cost effective;

• Define unique Customers. All data is stored within your single database, but with the option to log in and filter down to view a single customer’s data.
• Define, track and forecast commission for your clients.
• Easily track and manage contract renewals.
• Consultant focussed reporting suite.

Whether you’re a start-up or an established broker, our experienced onboarding team will guide you through our mobilisation process to ensure no loss of service to your clients and get your teams up and running quickly to take advantage of the benefits of Optima.