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FINANCIAL PLANNING MANAGEMENT SOLUTION BACKGROUND  onnect5 has developed a solution that brings to the financial planning industry a new standard in client management incorporating the latest and most sophisticated features required by today's financial planners.
BENEFITS To claim to be custodian of your clients financial future may not be the extravagant assertion so assumed by those who do not understand the role of the modern financial planning professional. Our Solution makes your custodial role easier with Client Reviews; New Business Reports; Marketing; Diary Notes; and Follow Up Notes designed to paint a picture of not only where your clients are in relation to their needs but also where your business is in relation to its growth; its legal requirements; its profile; and its productivity. TARGET CLIENTS If you are a one person show you may not need our solution but it will make your life easier. However, our solution starts to perform when you need to come to terms with administration dynamics that threaten to take you away from where your real focus should be your clients. Financial planners with a broad cross section of clientele spanning risk; superannuation and investment, find our solution ideal for administering complex reporting and record keeping needs. |
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Client Reviews