Broker CRM. Software for Brokers and Financial Services Advisors - financial services

By: Brokercrm  05/12/2011
Keywords: financial services, Financial Advisors, financial software

Features

Our Financial software is designed for Financial Advisors, Money Managers, Sales Teams and
Managers.

It provides them with;

  • Instant visibility of their clients and products.
  • Full CRM and compliance tools to enable them manage their business, at or away from the office.
  • Powerful needs analysis tools and calculators that combine with the marketing capabilities of The WorksCRM to deliver substantial new business and revenues for users.

Financial Services specific features include;

  • Protection Quotations; we provide our own “MoneyAdvice” quotation service to advisors. Client reports are provided with all quotations.
  • Affordability Calculator (calculates after tax income, affordability for mortgage and financial services products, repayment costs and personal budgeting reports.)
  • Savings Planner (projected and target fund)
  • Needs analysis tools for protection covers; Life, Income Replacement Serious Illness, Mortgage Protection, & Permanent Health with detailed client reports.
  • Pensions Planner.
  • Data downloads from Insurers; In Ireland; Irish Life, Aviva Life and Zurich Life.
  • On-line proposal uploads in Ireland to Irish Life and Zurich Life, Aviva Life & Friends First.
  • Comprehensive Financial Fact Find.
  • Portfolio Reports
  • Third party contacts (Solicitors, Accountants, and Insurers etc) and web links.
  • Outlook synchronisation

Keywords: Brokers And Financial Services, Client Reports, Financial Advisors, financial services, financial software, Personal Budgeting, Quotation Service, Services Advisors,

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