Bullfinch Financial Planning Solution

Bullfinch Advisor Insight financial planning solution empowers your firm to deliver products and services through a fully assisted channel that capitalizes on the organizations wealth advisors capability. Leveraging Web 2.0 principles and recent technological advances, the solution brings the best in class of features to service your customers.

 

 

The high level Financial Planning Modules are given below:

 

• Clients Investment Objectives
• Lead Management
• Risk Assesment and Risk Profile Mapping
• Goals and Return Settings
• Current Assets and Liabilities
• Model Asset allocation Proposal
• Financial proposal calculations tools
• Proposed vs Actual Asset allocation
• Constant Portfolio Monitoring
• Various MIS Reports
• Simulators and What if Analysis
• Net worth Analysis & Cash Flow Analysis

 

Bullfinch supports Insurance Asset Class

Bullfinch Wealth Suite adds support to insurance asset class. Insurance investments in your portfolio can now be tracked and monitored using Bullfinch.

 

Features of the Insurance module will include:  

• Insurance Providers maintenance
• Insurance Scheme maintenance
• Scheme Master file upload from IRDA
• Transaction upload / manual entry
• Claims Entry
• Insurance Renewal
• Maturity / Money back entries
• Closure of Insurance
• Alerts
• Insurance and portfolio reports

 

Bullfinch Wealth CRM

Overview

 

Bullfinch CRM helps businesses stay focused on their customers with innovative and effective approaches to marketing, sales and customer service. This provides the essential capabilities to help relationship managers and wealth advisors improve the overall client experience to better attract and retain customers for profitable growth.

 

The big vision: Whether you use your PC, Laptop, Tablet, Smartphone or almost any other device that comes along, you'll be able to accomplish all the same tasks through all the same platform of Bullfinch. The form factor will change, but the core experience won't.
 
Features

 

Bullfinch Wealth CRM offers the following key features:

 

• Dashboard for Relationship Manager
• Activity Stream
• Customer / Prospect details
• Opportunities Tracking
• Event / Meeting management
• Calendar
• Tasks / Notes
• Email Alerts
• Account Settings
• User Management
• Import Customers
• Export Customers

 

Highlights

 

• No installation, No Downloads. Online web access
• Supports all leading web browsers.
• End to end access through Mobile devices
• Supports iPad2 / iPad3, Android tablets and Blackberry Playbook
• Elastic screen design provides same look-and-feel across the three screens (PC, Tablet, Smartphone)
• Reliable and secured cloud based access. Your data is 100% protected.
• Automatic Backups & Upgrades