Simmons Moore is a pre-eminent Financial Planning practice based in the eastern suburbs of Adelaide providing expert personal insurance advice.

The firm has selected BigHand Professional SaaS hosted solution providing the firm the ability to be even more compliant in providing personalised insurance advice to self-made and tertiary educated clienteles. 

Simon Croxton says “The decision to purchase this solution came from the need to ensure that full file noting on client files can be achieved in the most effective and timely manner as possible.” 

Anthony Bleasdale, Managing Director BigHand APAC, says, “Simon and the team have recognised the need for greater efficiency. They identified through a client meeting (with a BigHand current user) the ability to capture thoughts and simply produce records of meetings whilst on the go!” 

We welcome Simon and the team at Simmons Moore to the BigHand community as we look forward to their continuing success.