Plum software ifa

Source: Plum Software Plum Software, the number one independent specialist software house for financial advisers and mortgage brokers, has today announced it is joining forces with IFA Systems to offer a new portfolio service. IFA Systems is an independent firm providing bespoke website and website solutions for financial advisers.

Using the new Portfolio Adviser Files, the advisers can upload the data as frequently as they require, displaying a simple report for the client to view online with the ability to click through for details on any policy. This will benefit both advisers and their clients. Advisers will be able to update portfolio reports to their clients quickly, easily and securely, and save on postage and stationery, while the client can see their portfolio online whenever they require.

Ann Dempster, managing director of Plum Software, said: "We are continually looking for ways to make life easier for our users and provide them with an up-to-date service. In today's fast-moving world, clients don't want to have to wait to find out how their portfolio is performing.

This service, coupled with the 13 provider links we now have in place, means that our system can provide advisers with all the information they need at the click of a button.

IFA Systems can either supply this service via the website it has created for an adviser, or can supply a link for the adviser's website designer to embed in their existing site. The Portfolio Adviser files can be set up in a matter of hours and can be branded to match the adviser's main website. It takes just 15 minutes to train the adviser on how to upload data, and then each upload takes just a matter of seconds to run.

Cut down Review Fact Find time by auto population directly from the up-to-date client base. Know your client through reporting tools, management information and file records. Easy Document Access Stay consistent. Quickly and effectively communicate with client and prospects Keep your own library of letter and document templates that are easy to retrieve and update Create, store and index all of your common and not-so-common documents and have your client details always at hand.

Meet your compliance requirements with embedded audit functionality within document management processes. Comprehensive CRM Manage your client information. Stay on track with the minimum amount of data input and know exactly where you are through the life cycle of leads, prospects and clients.

Make sure you have immediate access to the most up to date information about your clients View the information you need about your clients using the customisable screen favourites. Portfolio Valuations Keep investments up to date. Plum interfaces with over 50 software and data providers. Make sure you are viewing the most recent third party information about your clients so you can give the best advice Update your client data as often as you need, individually or in bulk Using the Investor Portal?

Keep your client happy with the latest valuations. Investor Portal Enhance your value. Be responsive to client expectations for more digital services. Engage with them and show them you are at the forefront with the new Investor Portal.

You can both view the same page at the same time. Provide up-to-date and timely investment information to your client. Give your clients access how and when they prefer: on mobile, tablet or desktop. Facilitate your processes with interactive data flow. Easily manage all your clients through the Client Dashboard. Are you a mortgage or pensions specialist? Click Here. Helping Administrators — making it easy to be efficient.

Letter and Text Tools Standardise your message. Create document templates which can be reused again and again and merge data from anywhere across your Plum database.

Alternatively, create standard packs of text and data to integrate into forms, reports and letters. Manage simple and complex payment structures to suit your business needs. Save valuable time and improve accuracy by using the automatic electronic upload for remuneration data from providers. Eliminate tiresome reconciliation.

Auto-match to your expected remuneration. Plum automatically calculates and populates the correct headings and categories so you can enter the aggregated totals straight into the return. Document Management Organise your files. Make sharing information and compliance easier with centralised document storage.

Use the virtual filing cabinet to store documents created within Plum or scan in from other sources. Save time by indexing documents for easy retrieval and sharing. Be compliant with version control. Improve your service to your clients with a secure portal to enable them to upload and download sensitive documents. Diary Management Structure your work. Reduce input and keep processes rolling smoothly with Diary and Tracks integration. Make sure you are compliant, with fully auditable Diary entries.

Workflows Standardise your processes. Take control of your regular processes with Tracks. Avoid delays and know what needs doing at any time. Easily create and set up workflows with user-definable activities. Highly flexible user permissions help you control user access to suit colleagues needs and maintain data integrity.

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