Profida

Functionality

Client management

• Capture client, organistion or company details
• Unlimited history of addresses & contact numbers per client
• All family data can be linked together to show responsibilities
• Manage client related documents by attaching them to the client profile
• Integration with Outlook

Workflow management

• Capture interactions, notes and tasks
• Tasks are assigned to the current user and can also be re-assigned
• Tasks can be prioritised according to business processes
• Tasks triggered to be automatically created based on an event

Factfinds

• Online factfinds ensure you capture all the information you need
• Provide your client with a direct link to complete their own factfind
• Notification is sent to the advisor when the client completes the factfind

Policies and Investments

• Capture sections, covers & extentions, endorsements
• Use relations to show beneficiaries and policy owners
• Assets and liabilities can also be captured

Reporting

• A comprehensive set of standard reports
• Data mining and segmentation
• Available in PDF format

Financial needs analysis

• Preparation of customised financial planning proposals
• Financial needs analysis either for individuals or taking into account family members & dependents
• Retirement, estate, education and investment planning

Brand Customisation

• Customise Profida with your own company logo and branding
• Select a colour choice for your site
• Provide a client login with your own branding