Toolbox is a web-based back office system which means you can run your business and provide advice to your clients anytime, anywhere.
Exclusively available via TMA it provides you, the Directly Authorised Broker, with just one platform which will house all of your CRM needs.
One platform, with endless possibilities for you and your business. Toolbox can be tailored to your business. This means a scale-able, efficient and digitally secure centre for you and your client’s data.
As always, TMA are here to support you and your customers by providing you with the tools you need to help build your business whilst keeping you and your customers safe.