Financial Planning Solution (FPS)

FPS is a SYNCRM solution developed on Microsoft Dynamics CRM 4.0. FPS adds 2 new areas and an 53 additional entities to Microsoft Dynamics CRM, specifically designed and developed for dealer groups and 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

Features include tools for fact finding activities, risk profiles, fees, product research, sales literature, investments, transactions, liabilities, insurance policies, reviews of clients financial situation and SOA templates.

Create statements of advice (SOA) inside Microsoft Office Word with an easy to use wizard interface that helps you extract all of your clients data.

Export any grid view to Microsoft Office Excel.

Dealer Tools

Features include proactive and configurable compliance control functions to handle approved product lists, adviser training, conflict of interests, breaches and complaints.

Configurable fee structuring - includes once off, flat, percentage or tiering based scenarios.

Easy to use data feed interfaces - easily manage your clients financial data such as investments (super/non-super), transactions and insurance.

Daily automatic ASX and Managed funds data - includes pricing, allocation and indirect costs

3rd Party Integration

• LifeRiskOnline provided by PlanForLife - 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.
• Intellitrain - Intellitrain deliver finance training, sales training and management development programs to Australian businesses large and small.

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 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…