You are here:   products » focus:360° life & pension distribution

focus:360° life & pension distribution

focus:360° life & pension distribution

what is it?

focus:360° life & pension distribution is a straightforward  financial adviser software solution for selling high volumes of protection, retirement and investment products. Our solution enables you to automate the sales and administrative processes associated with delivering advice to your clients and solves issues such as how to:

  • provide a consistent, compliant quality service regardless of adviser through life & pension financial adviser software
  • effectively up and cross sell additional financial services products 
  • scale advice services and increase time spent with clients without increasing administrative overheads   
  • integrate a point of sale system with existing back office infrastructure  meet new training and competency standards 
  • remove legacy back office systems which duplicate processes

benefits

focus:360° life & pension distribution assists IFAs, single or multi-tied distributors with implementing an end to end financial adviser software solution that reduces the administrative and IT burden whilst providing a high quality, consistent advice service.

With our life & pension financial adviser software you will benefit from:

  • increased adviser productivity  
  • ongoing professional development for your advisers 
  • pro-active client management 
  • increased up and cross selling of products & services 
  • reduced IT and operational costs 
  • decreased adviser preparation time

functionality

focus:360° life & pension distribution provides a breadth of functionality encompassing point of sale, sales support and back office. Our life & pension financial adviser software can be configured to support a call-centre operation or face to face advice and is available both online and offline.

summary

  • lead and diary management functionality
  • case and client management 
  • agenda setting life event map 
  • dynamic and configurable fact find 
  • graphic needs analysis and sales aids 
  • highly configurable suitability reporting tool 
  • new business application forms and tracking 
  • compliance audit trail 
  • integrated training and competency module 
  • commission re-conciliation module