New Software Solutions
As your partner, we want to help you run your business as easily as possible. After all, you want to concentrate on what you do best - giving advice to your clients. We also understand that one of the most frustrating and time-consuming aspects of your job is all the compliance and paperwork hoops that you have to jump through.
We're working in partnership with Focus Business Solutions to put together a market-leading software system that will be exclusively available to members and clients of Tenet. The system is designed to do all the hard work for you and will work with your own processes and systems.
The new technology is very much work in progress at the moment but we wanted to give you a preview of what it will include, prior to its launchlater on in 2010:
- Client relationship management - allowing you to view all your clients’ details at the click of a button
- Electronic fact find
- Common risk profiling and financial planning - ensuring you are consistent in your advice and remain compliant
- Integrated quoting
- Automated and standardised suitability letters
- Electronic new business submission - direct to the product provider
- Sales activity reporting and analysis
- Plus a lot more!
