Collect and find the facts.
Tailor the database to suit your needs and areas of expertise. You can then search and report on any field in the CRM database to find clients who meet specific criteria.
Fact find data further supports grouping clients and creating relationships for and between clients. You can easily switch between entities, and produce consolidated reporting across relationship groups.
An interactive risk insurance quotation system lets advisers determine client risk needs, and assess, model and recommend risk solutions. Fundamental to this are comprehensive risk/needs analysis tools.
A comprehensive profile weighting system lets you consider your client's preferences and needs for individual policy provisions. Specifying the level of importance for each provision further enhances the integration of client needs and research data.
Communicate with clients.
An online portal allows you to securely publish CRM data for clients to view and edit on your website and conduct online presentations in real time.
Simple, logical and easy-to-use financial planning calculators offer significant value-add and allow you to clearly demonstrate concepts visually to your clients, regardless of the complexity of the underlying calculations.
Perform extensive investment profiling to determine the optimal asset allocation required for your clients to achieve their goals. Client engagement is maintained at all levels, ensuring resulting plans are considered and apprpriate.
Extensive system and custom reporting facilitates in-depth performance assessment, paving the way for ongoing maintenance and business opportunities.