Progiciel de gestion des comptes clients et de planification financière
Accounts Management and Financial Planning Software Package
The success of a financial advisor is linked directly to tools adapted to his customers’ objectives and needs. PLF maximizes the independent financial advisor’s performance and facilitates operations management.
Objectives
- High-performance programs, yet easy to use.
- Integrated transfer into smaller modules.
- Shorter administration time.
- Simple, clear and user-friendly reports.
- Speeds up decision-making for the client.
Benefits:
- Allows the client to be pro-active.
- Minimizes questions.
- Standardizes files and data.
- Speeds up the autonomy of the financial advisor.
- Facilitates standards compliance.
Main competitive advantages
- Integration of data between modules.
- One-step data entry process.
- Simple and easy to use.
- Reduces training time.
- 8 in 1 software: client management (CRM); needs analysis; accounting; finance; investment management; insurance management; an agenda; a message center.
- Fees and a financial calculator.
- Immediate updates.
