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Financial Planner
The Financial Planner solution is aimed at professionals providing advice on, and helping to manage,
a client's banking, estate, insurance, investment, and tax affairs.
The Financial Planner solution provides you the following functionality:
Core tasks
- Comprehensive data capture for fact finds.
- Standard list of reports and the ability to tailor and create custom reports
- Ability to associate as many addresses, attachments and related parties to each client
- Automated personalised templates for letters
Broker specific functionality:
- Full audit of any changes to policies
- Claim tracking
- Commission administration can be defined for each product
- Commissions can be managed for an entire sales team
- Assurance and investment, providing policy management for life policies and investments
Financial Planning:
- Preparation of customised financial planning proposals and financial needs analysis
- Retirement, estate, eduction and investment planning
Work flow management:
- Manage activities, assign tasks to team members, automated reminders
- Task scheduling and client contact by email, letter or fax
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Next steps
Need an enterprise solution?
If you're an enterprise with locations and advisors spread throughout the country, contact us
to discuss our enterprise edition, which includes our administration and replication technologies. |
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