It is important to be confident when reviewing an advisor that the information you have in front of you is objective data from the whole period of review, and not just a subjective view on how you feel about the advisor at the review date.
To help schemes manage appointment review objectively, and efficiently, Governance Software from eShare has a built-in Advisor Review feature, eAppoint, - so that you can be confident that you appointment reviews are carried out effectively without turning into an onerous administrative headache.
Use eAppoint to:
- Record and maintain all information relating to an advisor in one site (e.g. fees, contacts, issues, etc.)
- Gain a full and transparent view of all information relating to your advisors
- Continually review advisor appointments, with trustees being asked to provide feedback on advisors after each meeting
- Automatically track how promptly advisors complete post meeting actions and other activities
- Enable trustees to log any issues with advisors, to be stored and presented at the next appointment review
- Receive notifications via email when an appointment is due for review
- Set future review dates, along with any mitigating actions
Find out more here.
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