Financial Planning Solution (FPS)
FPS is a SYNCRM solution developed on Microsoft Dynamics CRM 4.0. FPS adds 2 new areas and an 35 additional entities to Microsoft Dynamics CRM, specifically designed and developed for financial planning businesses.
FPS can be deployed and redeployed in a number of ways, delivering a high degree of flexibility to users and administrators.
Adviser Tools
Contains tools for fact finding, risk profiles, fees, products, sales literature, portfolios, superannuation, insurance and scenario analysis of retirement planning, pensions, reverse mortgage, etc...
Dealer Tools
Features include simple data feed interfaces (supporting EPI 3.2 CSV, EPI 4.0 XML, Macquarie ESI, BT Wrap), data management , product control, analysis settings (assumptions, factors, etc...) and automatic data auditing of accounts, contacts, income, expenses, and investments.
Other Features
- 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.
More Information
Technical Information
ISV Products
Customer Tree for CRM 3.0 and 4.0
Seamlessly integrated, fast, dynamic, explorer-like hierarchy view of your customer groups! Click the links and customer records open.
Please contact us direct for more information.
Charting for Microsoft Dynamics CRM 3.0 and 4.0
Want seamlessly integrated real time charts in Microsoft Dynamics CRM? Great for any scenario analysis situations.
Please contact us direct for more information.
More Sales
Give your professionals the ability to identify and manage new cross-sell and up-sell opportunities More…
Client Satisfaction
Identify and manage client relationships like never before. Complex family or business structures are no problem More…
More Clients
Be productive and connect with more clients using managed quick campaigns, full campaigns and bulk email More…