What can PlannerCRM Do?
Its a solution designed specifically for Financial Planning Practices, that increases your productivity, provides back office efficiency, results in a better client experience and gives you an insight into your business.
#1
Productivity
Can you do a portfolio rebalance SOA in 30 minutes... including the paperwork?
Can you template your file notes and task notes so you can quickly document standard tasks and conversations?
Can you easily template standard documents so everyone knows what to say every time?
#2
Automation
Can you customise your service offering documents so that each client can be customised or aligned to a service package?
Can you easily use the Commission Data and exclude irrelevant fees on products? Can you verify lodgment information against your commission records?
#3
Efficiency
Can you group all your tasks together and prioritise them?
Can you file everything for a client's file in one place? Do you have a single location for all of your client information?
Can you manage your entire business tasks with the click of one button?
#4
Data Analysis
Can you tell who is your most valuable adviser?
Can you tell who has lodged the most new business for the current month or any month?
Can you easy know what your practice is valued at any point in time?
#5
Accuracy
Can you tell who are your most valuable clients?
Can you tell who refers the most clients?
Can you report all income types based on lists or groupings of clients?
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