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.

CLIENT RELATIONSHIP MANAGEMENT

Capture all client demographics, bank, tax and relationship details with communication, document management, 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.

DOCUMENTATION

Generate documents like application forms, quotes, investment overviews, member contribution certificates, interest and dividend certificates, capital gains certificates and custom documents.

MEMBER SCHEDULES

Human Resource department can login and capture all member details, make changes to schedules and submit them online.

CLIENT SERVICES

Clients, advisers, administrators and various other role players can login with easy to access account statements, tax certificates and documentation making servicing the client cost effective.

Contact us for a full list of features.