| |
|
|
Key Benefits
- Ready system in place - No hefty startup costs, pay as you use
- Integrated and consolidated view of Unit Trust and Insurance holdings
- Significant cost savings in Admin, Finance, and IT
- Frees up time for Advisers by not having to manually calculate commissions
- Online tracking of insurance proposal and policy status
- Multiple user access for both Advisers and their Clients
- White labeling allows FA firms to build branding
- No data management and updating required, enabling Advisers to focus on building client relationships and providing quality advice
- Data migration ensures that policies from FA's existing system are imported over into i² Solutions
- Business Reports
|
|
|
