PROFIDA Professional Edition
Find a detailed overview of PROFIDA®'s facilities and features below:
Contact Management (clients and leads)
- Record client details to a level that ensures the "Know thy Client" principle;
- Manage unlimited amounts of phone numbers, addresses and email accounts per client;
- Manage new business-cycles from lead to prospect to client;
- Manage emails sent from and received within PROFIDA.
Financial and Estate Planning
- Portfolio information downloaded via Astute or manual captured is seamlessly processed;
- The Financial Planning Process is high-sophisticated and transparent with all calculations accounted for; it uses an actuarially sound model to determine shortfalls or surpluses;
- Assumptions and settings for inflation, growth and interest rates are transparent and adjustable at any time;
- All relevant tax is accommodated;
- Results are either presented in detailed or consolidated reports;
- Reports can be customised by adding text and signature lines.
- PROFIDA' integration with Astute (South African provider of industry product information via a web service) is certified since May 2002;
- A history of values and premium is kept when client portfolios are updated via Astute. This history is processed for Quarterly Investment Reports;
- PROFIDA facilitates bulk processing of Astute requests.
Long-Term Portfolio Management
- Life and medical aid policy management;
- Unitised investment, share and forex management;
- Daily price feeds of unit trusts, shares and currencies;
- Portfolio Schedules in PDF and Excel format;
- Claim management for medical aids;
- Loan management.
- Manage your to-do tasks not done and to be done;
- Manage reminders for birthdays, anniversary and reviews;
- Email or fax activity reports to your product suppliers and clients with their outstanding tasks and instructions.
Collaboration and Workflow Management
- Trigger tasks and reminders to be managed or carried out by PAs, colleages and associates;
- Find out tasks for absent staff and delegate them to substitutes;
- Use our standard workflow components to build the workflow for your business processes;
- Trigger client interaction and correspondence via workflow;
- Adapt rapidly to new process and workflow needs.
Record of Advice and Compliance
- Keep record of notes and activities between your office, clients and product supplier;
- Manage reminders for birthdays, anniversary, reviews and maturity dates;
- Have all changes logged (audit trail: user, date and time stamped).
- Documents can be attached to the client or policy record;
- Documents can be viewed straight out of PROFIDA;
- Backups of PROFIDA encompass all documents attached and do not have to be backuped separately.
- Portfolio Schedules in PDF or Excel format;
- Quarterly Investment Reports;
- Financial Needs Analysis Reports;
- Standard letters can be customised;
- Supports English and Afrikaans on client documentation;
- Flexible report library with company logo on all reports.
Data Mining and Campaign Management
- Data mining, segmentation and categorisation;
- Process bulk lables in different sizes;
- Process bulk newsletters with attachments to segments of or to the entire databased.
For details on hardware and software requirements please click on Installation.