PROFIDA Professional Edition
- Consolidate client investment, policy and asset detail in a single view of the client portfolio.
- Process downloaded Astute-information for portfolio schedules, financial planning and commission tracking.
- Log all activities and keep a record of client-advisor interface for more control and compliance.
- Manage daily tasks and outstanding instructions improving client service levels and relationships.
- Categorise clients and products according to profitability.
- Export data to MS Excel for further processing.
- Dispatch bulk newsletters and reports to different segments of your clientbase.