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This new software has been designed especially for
brokers responsible for the management of an investment and insurance
portfolio. This most complete software is ideal for brokers looking for a
customer management relationship (CRM)
tool that will increase their productivity and efficiency in their day to day
activities.
It interfaces with all mutual funds companies in Canada
through their unique and common data base that conforms to the FundServ format. In addition to assure a high degree of
reliability and availability of the data cause by an automatic transfer on a
regular basis, it represents a tremendous timesaving for the broker and his
administrative staff.
One of the unique features is certainly the
calculation of a yielding for all investments in the client’s portfolio
presented in a simple, comprehensive and concise document. This represent in
itself a sure way to guarantee the fidelity of the broker’s clientele.
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