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
