Client Management/Advice System Comparison & Selection

Client Management Systems are increasingly being seen as an indispensable component of any adviser/provider proposition in a post RDR environment. Choosing the right system could have a dramatic impact on profitability. The right system however may not be synonymous with the best system.

Designed to help adviser firms select the Client Management and Point of Sale System which best fits their business and operation needs.

The F&TRC Client Management system selection service analysis explores 28+ key areas of system capability and system functionality.

Areas covered in our analysis include:

Prospecting & Lead Management

Workflow 

Product areas

Fact Find

Financial Planning Tools

Suitability Letter & Client Reporting

New Business Submission 

Tracking

Client Servicing (B2B and B2C)

Remuneration & Charges inc commission

 Compliance

TCF

Regulatory Reporting

Support

Training

Data Security

Provider Integrations

Data Migration

Architecture

IT Scalability

IT deployment

 Corporate Fact Find

Workplace Marketing Tools

 Flex Benefits                                            

Member Online Tool

Corporate Scheme MI

 Joiners & Leavers