e2Adviser

E2Adviser is entitledto's calculator designed for users with an understanding of benefits and tax credits.

The pages are designed to allow an adviser to perform a calculation quickly and accurately. The calculator allows a user to switch between the pages of an existing case or be guided through the questions required to assess a new case. Calculations are retained in a database, allowing advisers to return to saved cases and perform a new calculation when circumstances change.

Reliable and up-to-date help and information pages written in Plain English provide detailed information on the questions the adviser needs to complete. Advisers are able to perform what if calculations and the effect of changes in income and capital are presented as graphs. Used with the E2Claim package, a case can be used to pre-populate a claim form, removing the need to re-key the information captured. The completed claim can then be transmitted electronically to a back office system.

Once the calculation has been performed a results page lists the client's entitlements, together with entitlement to other passported benefits. The details of each calculation are broken down to show how the calculation was performed. E2Adviser is designed as a multi-user system. Administrator functions allow new users to be created. Users can transfer cases and maintain their own account details. E2Adviser can be accessed via the internet using your individual account login.

If you would like a free 28-day trial of E2Adviser please contact us.

If you already have a password for E2Adviser please log in at www.e2adviser.co.uk.