Electronic fact find enables regular online updates to client financial records

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Electronic Fact Find

Introduction to the Electronic Fact Find

The electronic Fact Find can be made available to your client via a Client Login facility on your website. This is a secure area where your clients can keep you updated on their financial position with ease. Immediately an amendment is made to their financial records, their consultant is informed and the information can be accessed via a secure Back Office Area.

The electronic Fact Find assists both the consultant and client to see the financial information in easy to read screens.

Electronic Fact Find Features

  • Electronically gather client information at first meeting
  • Enhance professional perception
  • Demonstrate effective use of technology
  • Eliminate paper – impress with your ‘Green’ credentials 
  • All information available and accessible by both you & your client
  • Any changes made by you or your client clearly marked for your attention
  • Effective client communication
  • Use client login area as a Sales Tool
  • Make update meetings more effective by using these features
  • Communicate with clients with greater speed, accuracy, efficiency and  productivity
  • All data secured providing peace of mind to your clients
  • Enable clients to update you immediately with any changes to their lives
  • Giving you the ability to up-sell with the changing needs of your clients

Client List

  • Easily maintain all your clients from one list
  • Easily see what changes or communiqués have been received
  • Ability to disable client logins at a touch of a button
  • Add new clients easily and advisement of their login details at a touch of a button
  • When searching for a client - immediate results displayed as you type
  • Renew client password at a touch of a button 
  • Consultants / Advisor clients only list – Managers override to see all

Dashboard

  • As you login the Dashboard will update you with items requiring your attention

Pricing

Click here for details.

To Order or for a no-obligation demonstration, please call the Web Pro IT Sales Team on 03333 447 300


192B Station Road
Edgware, Middlesex HA8 7AR

Tel: 033 33 447 300 (local call rate)
Email: theteam@webprosupport.co.uk

Web Pro IT is a trading style of ANTiT Website Design & Development Limited
Company Registration No: 07224703 - Registered In: England & Wales
Registration Address: 192B Station Road, Edgware, Middlesex HA8 7AR

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