Broker CRM. Software for Brokers and Financial Services Advisors - financial services
financial services, Financial Advisors, financial software
Brokers And Financial Services
Our Financial software is designed for Financial Advisors, Money Managers, Sales Teams and
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
- 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
, Client Reports
, Financial Advisors
, financial services
, financial software
, Personal Budgeting
, Quotation Service
, Services Advisors