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

For more information call +353 65 68 49675 or mail info@brokercrm.com