Manage your FoFa obligations from the dashboard!
The Ontoma platform has been engineered to enable your firm to not only stay in front of your FoFA obligations, but also quickly generate required documents and disclosures
- Generate and send client FDS simply, easily and with minimal data entry from the dashboard or download as a PDF for attachment to email or hard copy printing
- Generate and send client Opt-In using email, personalised website URL or SMS. Then, within Ontoma, set auto reminders for your clients so they don’t miss important dates
- All FoFA disclosures and client responses are recorded and automatically updated within Ontoma, simplifying the retrieval of records for clients and auditors
Are you still using excel to manage and maintain your financial planners compliance list and renewals?
Leverage the power of Ontoma to build client trust in you and your practice with real-time access to their key advice documents coupled with transparency of your compliance obligations.