Financial Planning Solution
FPS is a custom solution developed on Microsoft Dynamics CRM 4.0 specifically designed and developed for dealer groups and financial planning businesses. SYNCRM utilised Microsoft Dynamics CRM and Microsoft Office to deliver an efficient and effective environment for consistently managing financial planning practice interactions with clients, dealer groups and other associated professionals, such as Accountants, Solicitors, etc...
Features
- Tools for fact finding activities, risk profiles, fees, product research, sales literature, investments, transactions, liabilities, insurance policies, reviews of client's financial situation and SOA templates.
- Advisers can create statements of advice (SOA) inside Microsoft Office Word with an easy to use wizard interface that helps you extract all of your client's data.
- Comprehensive and adaptive workflows to streamline the capturing and updating of client information.
- Promotes business efficiency through a centralised document management, knowledge management and business rules.
- Enhances profit and growth opportunities by providing client value segmentation and campaign management tools to help retain existing clients and acquire new clients.
- Comprehensive, customisable business unit and roles based security model.
- Advanced Custom Searching - find records with criteria in one field or a second field, with criteria including values from related records, and with criteria from many activity types.
- Integrated with Microsoft Exchange for tracking your emails for compliance.
- Automatic daily ASX and Managed funds data - includes pricing, allocation and indirect costs.
- Centrally managed and easy to use data feed interfaces - easily manage your client's financial data such as investments (super/non-super), transactions and insurance.
Supported Platforms
3rd Party Integration
- LifeRisk Online provided by Plan For Life - LifeRiskOnline is an internet based research service providing access to actual quotes from Life Insurance providers in Australia.
- Lonsec Research - Lonsec has been working in partnership with financial advisers for more than 15 years. It provides quality stockbroking and research services tailored to provide investment solutions to the intermediary market.
More Information
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