FYI + The Gap
Automatically import documents from The Gap Portal and file them in FYI
Auto-import and file emails
Emails sent to clients via The Gap Portal are auto-filed in FYI.
File documents in an instant
File documents directly from The Gap Portal into FYI.
Keep your client file in FYI up to date
Maintain a complete snapshot of all client interactions, with easy access to The Gap documents inside of FYI.
About The Gap
All the content, training, and support you need to market, sell, and deliver Business Advisory services, in one bespoke portal.
