You will be granted access to priority support and extra services to smoothly onboard your clients.
We will design and build up to five process templates (including all needed forms), free of charge for each client account where ProForma is installed. An hourly fee will be applied for design and build work beyond the first five processes.
We are happy to support you with collateral to support your client presentations.
We will provide one original article, with your branding, on a topic of your choice.
Free custom templates developed to streamline the process of onboarding clients to your business.
ProForma training and client demo support is available.
Request access a data-populated account and demonstrate ProForma to clients.
Keeping our systems and your data secure is at the core of what we do. We have established policies, security statements and customer pacts in order to keep your clients’ data secure.
View our Trust Center.
Receive efficient and informative support from our team of experts when you need it.
We have collated commonly requested information during a due diligence process. If we are missing anything, or you would like further details, please contact us and we will be happy to help you.