Brokers and Financial Planners

Automated Data Integration

Certified Astute-partner since May 2002.

With just a single click, Profida connects directly to Astute, securely importing a client's insurance and investment portfolio. Effortlessly feed all this data natively into custom Portfolio Schedules, the Financial Planning engine, data mining and marketing pipelines.

Automatically import 23 currencies on a daily basis, pulling directly onto your portfolio schedules and financial needs analysis.

Very Capable CRM

Take Client Relationship Management to the next level.

• Record client details to a level that ensures the "Know Your Client" principle
• Manage unlimited amounts of phone numbers, addresses and email accounts per client (personal and commercial)
• Manage new business-cycles from lead to prospect to client
• Manage reminders for birthdays, anniversaries, reviews, maturity dates and document expiries
• New business, endorsements, amendments, renewals, cancellations and lapses
• Manage emails sent from and received within Profida
• Store unlimited amounts of documents linked right at the place where they relate to
• Workflow automcation based on customisable parameters
• Adapt rapidly to new process and workflow needs
• Corporate identity between all your forms, letters and reports, available in English and Afrikaans

Financial Needs Analysis and Estate Planning

Utilise modern automation for your financial planning tasks.

• Portfolio information downloaded via Astute or manually captured is seamlessly processed
• The Financial Planning Process is highly-sophisticated, using an actuarially sound model to determine shortfalls and surpluses
• Pre-definined defaults can be adjusted to the needs of your client base and the way you provide advice
• All relevant tax is accommodated
• Various models are available like separation of family members, consolidated family planning, separate and standalone estate planning, needs in case of severe illness or in case of disability, investment planning, pre- and post retirement planning
• Results can be presented in detailed or consolidated short reports
• Reports can be customised and extended in many ways or create new ones from scratch in your own unique way

FAIS Document Governance

Fulfill statutory record-keeping constraints with bulletproof automation protocols. Every document upload into the Profida cloud is permanently protected via hard cryptographic security.

• Comprehensive search and data mining capabilities
• Immutably logged document upload history
• FICA and TCF compliance tracking with automated alerts
• Keep record of notes and activities between your office, clients, partners, insurers and asset managers

Advanced Portfolio Segmentation

Structure your clients, policies and investments in the way it works best for your business

• Analytic reports to assist with initial and ongoing best practice client segmentations for optimised workflows and higher profitability of the praxis / brokerage
• Highly customisable segmentation by anything you can think of or by common parameters like type of lead or client, commission total received, investment or premium volume,
• You can create your own custom fields to support not yet thought of segmentations or simply record data unique to your own praxis / brokerage
• Collaborate with partners using Profida to exchange leads and clients with just a click with the mouse, fully permission secured
• Database mining for dedicated marketing or quarterly investment newsletters