Our market leading financial planning, sales support software, focus:360°, is being developed as an application on iPad and tablet to provide financial advisers and sales agents with a graphically engaging and interactive tool when meeting with clients.
focus:360° for iPad and tablet will incorporate a quick fact find and dynamic life event planner together with relevant calculations from which the adviser can then model a client’s financial situation and make recommendations.
benefits of focus:360° on iPad and tablet
- quicker meetings but with greater client understanding
- greater client involvement in the data entry and financial planning process freeing up advisers / sales agents to make recommendations
- increased opportunities for the up and cross sell of products as greater detail is gathered on client needs
- competitive advantage over other firms with paper based solutions
- a professional sales force with modern technology
- greater retention of advisers / sales agents and the ability to attract new talent
The focus:360° iPad application will work offline, enabling your brokers / sales agents to meet with clients regardless of location. It will also fully integrate with the core focus:360° product, eliminating any re-keying of data and increasing the volume of management information captured.
In addition the core focus:360° solution supports all aspects of your advisor business including lead management, sales management, remuneration management, management information and training, eliminating the need for any other systems to operate your business.