Soluzione’s “absolute” business solution for financial planners and wealth management advisors provides a new level of productivity, efficiency and relationship building for clients.

Soluzione’s accounting CRM software is a customized service offering specially designed functions for Financial Service Providers (FSPs). This provides an integrated solution for automating and streamlining critical processes for a financial planning advisory. You will be able to connect clients with your systems through a self-service portal to enable transparency. Also you will be able to integrate with investment and insurance providers to ensure data remains current and correct. See below how our financial business solutions software can help:

ACCOUNTING CRM SOFTWARE

– Cash Flow & Balance Sheet Analysis
– Investment Management
– Insurance Management
– Strategy Recommendation
– Advice Statement Generation (SOA)

FINANCIAL AUTOMATION: BUSINESS SOLUTIONS SOFTWARE

– Insurance providers & Insurances products
– Investment platforms & Investment products
– Master tax structures
– Commission and commission structure
– Master strategies & Risk Profiles

FINANCIAL AUTOMATION: BI AND REPORTING

– Management Dashboard
– Transactional Reports

FINANCIAL SALES AUTOMATION

– Account and Contact Management
– Leads & Opportunity Management
– Financial Planning Questionnaire (FPQ)
– Quick and Simple Sales Campaigns

ACTIVITY MANAGEMENT, NOTIFICATION AND FINANCIAL AUTOMATION ALERTS

– Manage all activities in a single place
– Automated Task Management
– Client contextual Emails, Phone Calls, Appointments, Faxes
– Bulk Email & SMS integrations

FINANCIAL AUTOMATION: COMPLIANCE

– Fee Disclosure
– Statements
– Reports

Contact us about Financial Automation now