IFA Base - Features & Benefits



• Maintenance of full records for “Self” and “Partner” for all system functionality.

• The registration and maintenance of new and prospect customers with standard contact information.

• A compliance register holding area for detailed tables that hold information on clients.

• A financial table that provides a breakdown of the assets and liabilities of a customer.

• An investment fund table of a customer.

• A premium plan analysis for a customer.

• The reception and completion of forms and regulatory documents that come from outside this application. This module operates in Adobe format.

• A pensions summary analysis table for the customer.

• The recording and maintenance of new business and associated information.

• Consolidated financial overview report for each customer.

• The registration and maintenance of product codes.

• Date reminder for the IFA for customer special occasions, such as birthdays and Christmas.

• The maintenance of a database on business referrals and customer's dependant's information.

• The creation of a new business log for audit purposes.

• The maintenance of a business referral database.

• The maintenance customer’s dependant’s information.

• The maintenance of a customer contact history log that records all communication throughout the life of the customer data record. This includes all telephone, e-mail, letter and fax communications.

• The maintenance of an action history and “To do” list for each customer and the I.F.A.

• Automatically updated dairy facility.

• A mailshot module allowing the creation and maintenance of standard mailshots, linked to the relational customer database.

• The creation and maintenance of an unlimited number of standard letters and documents.

For further and more detailed information please click on the link above.