Cement your client relationships by delivering a fully comprehensive financial solution, with the added flexibility of accommodating multiple investment strategies. Our robust custodial platform ensures full peace of mind with client transactions. Our trusted service support enables you the freedom to take time off from the business.
Reduce your administration time by using an integrated customised risk management solution ensuring your client needs are effectively and efficiently met. Finzo systems are ready made and designed for you, your CRM integrates quoting software into a structured statement of advice automatically saved to a client file so can be accessed at any time. There are also templated insurance policy schedules giving a client a quick overview of their risk management solution with you.
Have the capacity to focus on achieving your business goals and objectives, secure in the knowledge that time-sapping administrative tasks are handled by your dedicated Finzo support team. Our referral system enables you to outsource those clients’ investment/insurance needs that may not be your area of focus or expertise.
Ensure your client is at the centre of all your activity and conduct. Finzo’s exclusive CRM system enables you to seamlessly and compliantly integrate all client communications, ranging from newsletters to personalised statements of advice as well as to conduct risk profile questionnaires and complete probability modelling.