Client management

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Investors, members and policy holders can login with access to accounts and reports. Implementation can be customised to allow clients to transact or only view information.

Finworks Financial Technology Solutions

Features include

CONSOLIDATION

Investors, policy holders or members can see realtime market values with returns and cash flows.
Combined statement of families, linked entities and all underlying accounts and transactions.
Import transactions from other platforms for consolidated statement reporting.

CRM

Client Relationship Management with client demographics, bank, tax and other details.
Communication, document management, checklists, outstanding requirements and so much more.

TRANSACTION DETAILS

Create accounts, fee structures, investment/withdrawal/switch/premium instructions with all the features and tools to manage you client’s account.
All on one online platform.

DOCUMENTATION

Generate documents like application forms, quotes, investment overviews, member contribution certificates, interest and dividend certificates, capital gains certificates and custom documents.
Upload any external document and define own document types per entity role or type.

MEMBER SCHEDULES

Human Resource department can login and capture all member details, make changes to group schedules and submit them online.
Resign or suspend members / policies in any grouped product like Group Retirement, Umbrella Funds, Savings clubs etc

CENTRAL DATABASE

Clients, advisers, administrators and various other role players can login with easy to access account statements, tax certificates, fees, documentation etc making servicing the client cost effective.
All on one system!

Contact us for a full list of features.