» Client Relationship and Contact Management
Retain user information and build a
profile to help determine a client’s financial needs.
» Retirement Needs Analysis
Determine the gap in client assets
today versus what the client will need in retirement and develop a
strategy to fund the gap.
» Product Selection and Comparison
Through the use of manufacturer's PPfAs, product rates and functionality are updated at the same time the manufacturer releases those changes to its distribution channels.
Select and compare multiple
products, ultimately showing the best suited products for the
client’s defined needs.
» Comprehensive Suitability Review
Suitability analysis is applied throughout the sales process resulting in a more effective product selection for the consumer.
» Electronic Audit Trail
Maintain records on product selection details demonstrating appropriate research & analysis by the advisor.
» Product Illustration / Compliance Presentation Output
Create product illustrations
on-demand and ensure the output is within compliance guidelines and
standards.
» CRM & Order Entry Integration
VisibleChoice™ uses industry standard data transactions to easily integrate with CRM applications and electronically submit application order entry transactions eliminating manual errors and streamlining the sales process.
» Fillable Forms
VisibleChoice will select the correct product and jurisdiction application form, pre-populate the data and allow the advisor to review, key in any additional information and print the form accelerating the check & app process for submitting orders.
