| Innovative Product Features |
» Sales Presentations |
| » Fully Integrated Calendar and Event Manager |
| |
» Appointment
» Birthday
» Event Reminder |
| |
|
» Insurance Renewal
» Unit Trust EPF Reinvestment
» And Others... |
| |
|
|
|
| » Dynamic Client Data Management System |
| |
» About the Client
» Spouse
» Dependents
» Appointments History |
| |
|
|
|
| » Comprehensive Financial Planning Module |
| |
» Financial Planning Goals
» Net Worth: |
| |
|
» Comprehensive Asset and Liability Profile and Charts
» Personal Financial Health Check: Financial Ratio Analysis
» Life & General Insurance Profile
» And Others... |
| |
|
|
| |
» Income & Expenses Analysis with Charts
» Income Protection Planning
» Retirement Planning
» Child Education Planning
» Emergency Fund Analysis
» Liability Cancellation Analysis
» Risk Profiling
» Investment Monitoring
» And Others... |
| |
|
|
|
» Integrated Personal Estate Planning Module
|
| |
» Estate Planning Goals
» Auto Generating Instruction Taker Forms |
| |
|
» Will Writing
» Trust Creation Services
» Business Continuation Planning |
| |
|
|
| |
» Business Value Protection Planning |
| |
|
» Multiple Company Net Worth Analysis
» Key Man Protection
» Business General Insurance
» Employee Benefits Scheme Profile
» And Others... |
|
| |
» Flexible and Sales Driven Report Printing
» Handy Tools |
| |
» User Friendly Financial Calculator
» Loan Amortizing Calculators |
| |
|
|
|
| » Record Maintenance and Backup Manager |
| |
| |
|
