| Individuals,
Companies, Trusts, Partnerships, SMSF's can all be effectively and efficiently managed in
one user friendly environment. All current clients and future prospects can be rated based on
manual or automated criteria to allow you to target specific marketing efforts and give
differing degrees of customer service to each client rating.
Easily manage and
track all client information.
- Business Entities
- Income and Expenses
- Centrelink Pension
- Goals and Objectives
- Financial resouces
and concerns
- Assets &
Liabilities
- Investment Profile
- Managed Funds,
Cash Management Trust, Cash Savings, Term Deposits and other investments
- Superannuation
- Existing cover,
Insurance need analysis, risk objectives and attitudes
- Estate Planning
- Client Sales
- General Review
- Product Review
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