| Company Description |
Simplicity: The main Client Database with Fact-Find, Shortfall Analysis,
Calculators and a system to write Suitability Letters and Reports using
Microsoft Word and employing Outlook as the diary to alert you to every
critical date such as expiry of fixed rate term, or maturity dates.
Necessity: Policy, Mortgage and Commission Tracking, New Business Register,
Daily Event Log and Diary, Tracking of Renewal Commissions and KPI Compliant
Reporting.
''Informa'' Illustrations of Term Assurance, FIB, PHI, CIC and PMI plus
Mortgages and Pensions Analysis.
''PlanPack'' The Investment Planner, Target Funding, Client Time/Cost Analysis
and the School Fees Planner.
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| Detailed Information |
Registration Number: 1789172
VAT Number: 419 1683 42
Established: 1984
No of Employees: 11-20
Annual Turnover: 500k-1m
Importers: Yes
Exporters: Yes
Company Type:
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| Brand & Trade Names |
- Advanced Investment Planner - The simplest holistic life-planner on the market.
- Client Accounts - Time/Cost Analysis of the work done on behalf of clients and the fees or commissions received to show cost-effectiveness
- Client Review - Allows clients to complete and amend their own Fact-Find at home or in the office and the resulting file is imported directly into your database
- Informa - Illustrations of Life & Health premiums plus Mortgage Repayments and Pensions
- Necessity - New Business Register, Tracking Commissions & Fees, TCF and RMAR report data
- School Fees Planner - Assesses the level of investment required to fund educational plans
- Simplicity - IFA Client Management Database
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| Primary Market Areas |
- Computing & Communications
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| Additional Products & Services |
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