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A
personal web-based IFA
application |
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Whether you are a 'one-man band', part of a large Financial Intermediary company or anything in-between, your client-base is the biggest potential asset for you personally.
Clientracker has been designed exclusively for individual sales advisers. |
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Your own records |
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Even if
you’re using the firm's systems, you’ll still keep
your own records. Until now you will have been
limited to hard copies, excel spreadsheets, and
perhaps generic contact management software. There
is tremendous value lost by relying on these
methods. |
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What if
you could unlock the power of those records? |
Clientracker is the key.....! Designed for
immediate use by advisers of any technical ability, it's packed with
simple yet effective features:
Fast, easy and powerful reports
on income, fees, outstanding income, group schemes,
pipeline lead expectations and probabilities,
introducers, and client and asset profiling.
Income
Control – Monitor and maintain easy control over
monies owed to you and monies received.
Reminders
- Maintain a schedule of client and enquiry tasks,
automatically monitor to-do lists, schedule recurring
events such as outstanding income, re-broke and
maturities opportunities and birthdates. |
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Peace of mind
| What if you could never, ever lose
your records? |
With Clientracker you will never misplace records – there are no scraps of paper or files to lose. You are also safe from computer crashes, system failures and even stolen laptops.
Your records are securely stored with encrypted access and built-in disaster recovery. They are accessible from anywhere with an internet connection and can be exported from the system wherever and whenever you wish. |
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Thinking of retiring? |
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With Clientracker’s new
and exclusive , when you’re ready to sell or retire, you’re business is professionally packaged. All the essential management data will already be properly structured and easily transferable, allowing you to pick the best time to sell and commanding a premium. |
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"In the sale of a client bank, the quality and transferability of the client data (or lack of) has a significant effect on the value and marketability of the business." |
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Think web-based services are expensive? |
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Clientracker offers all this for just pennies a day. And makes your records available to you anywhere, anytime. |
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'LIVE' STATISTICS |
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Clientracker users
track: |
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38,288 clients |
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with a total of: |
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62,381 policies
or investments |
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with pay-aways to: |
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2,662 introducers |
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RETIRING
SOON? |
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"In the sale of a client bank, the quality and
transferability of the client data (or lack of) has a significant affect on the value and marketability of the business." |
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Steve Hagues
Managing Director
Retiring IFA |
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With Clientracker’s new
Business Value Report, when you’re ready to sell or retire,
you can show that your business is professionally packaged,
with all essential management data properly structured and easily transferable.
You can then pick the best time to sell and command a premium
price. |
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