Client Service Manager

Designed to help financial advisers & mortgage brokers make their record keeping and compliance requirements easier in the running of their financial services business.

This system comes with the following features:

Client Details

Record important information such as their contact details, and provide them with access to their own ‘Client Portal’ and ‘Money Track’ systems.

Tasks

Add tasks that need to be completed into the relevant Case File for your clients. Templates can be set up making task note data entry quicker and easier. Multiple attachments can also be added if required.

Client Groups

Find groups of clients quickly and easily with the click of a button

Custom Fields

Record strategy information that is relevant for the client by selecting a number of tick boxes. This is what drives the filtering system to help find any clients doing any strategies at any time. This can be customised to suit your business.

File Notes

Add a Case File when needing to complete work for a client. All File Notes to record the process are added into the relevant Case File to make it easier to see what has been done, and at what time. Multiple attachments can also be added if required.

SMS

Send your client an SMS directly from your Client Service Manager.

Products & Payments

See all financial products and payments received by the business for all clients over a rolling 12-month period. Also see payments across different segments such as advice, banking, loans, investments, superannuation, retirement, insurance inside super and insurance outside super.

FDS & Opt In

Add FDS & Opt In information for your clients. This information will flow through into ‘FDS Clients’ and ‘Opt In Clients’ sections showing all clients that require the FDS and/or Opt In process.

Template File Notes

Templates can be set up making file note and task data entry quicker and easier. 

 

Products & Payments

Upload your payment statements to see all payments received across products for all clients. See income received for the last 12 months by the click of a button.

 

Business Statistics

Shows information about your business such as revenue from advice segments, products, income received between revenue bands, income generated by advisers, income received across particular age bands and clients doing particular strategies.

 

Statement of Position

Use this system at initial engagement and each review period to store, record and report important client information electronically throughout the fact find process. Save a new report at each engagement point (fact find) saving considerable time when reviewing clients.

 

Retirement Income

Use this system with Retirees every review to show the client the impact of their pension withdrawals from their Retirement Income stream. The system can report what they are currently taking out of their pension, at the same time showing them how much they should be taking to make these funds last to their selected life expectancy. This is a great system for those clients using their Superannuation as an ATM.

 

Retirement Analysis

Use this system with Wealth Accumulators at each review to show them whether they are on track to accumulate for their retirement. The system will also show them what they need to be contributing each year to ensure they meet their retirement income goal target. This is a great system to easily show clients that they need to fund their retirement income plan every year. Every year lost is a year to make up!

 

Loan Projections

Use this system at each review period with clients that require debt advice to show the projected payout date of their loan. Too many clients use the throw away line ‘We’ll be debt free by retirement’, only for you to quickly show them that if they keep doing what they’re doing, they will not. A client friendly report can be generated showing the client a loan schedule showing the clients what they need to pay off their loan to be debt free by retirement. Can be used for any debt goal.

 

Insurance Needs Analysis

​Use this system at each review to determine if the client has the correct level of insurance cover. This system will easily calculate amounts required to replace income for selected periods.

 

Savings Projections

Use this system to complete a savings schedule for each savings goal showing the regular savings required to achieve the goal by the specified time frame.

Contact us for a demonstration.

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