Infinite Financial Planner System (iFPS) is a comprehensive sales engine to equip financial advisors with financial analytics and workflow toold to address a broad spectrum of financial planning needs, from emerging affluent to ultra-high net worth customers.

iFPS can integrate with backend legacy system seamlessly by using messaging technology. It can be used in notebook computers or PC terminals for sales presentation at client offices or bank premises.

Highlights

• Allow in depth diagnosis of individual customer situation and recommend suitable products after performing risk profiling and need based analysis for the new customer

• Provide visibility of existing customer portfolio performance, with flexibility to proceed to direct product selling based on what you have already known about the customer

• Support flexible multi-media content management functionalities with over 40 financial calculators, update market commentaries and product information

• Employ latest data encryption technology to protect customer information against unauthorized access

• Provide sales diary functions and sales management reports for better customer relationship management

• A handy tool for financial advisors to discover customer needs, then develop, implement and monitor a financial plan through assisting the customer in making well-informed investment decisions