PROFIDA Professional Edition

Consolidate client investment, policy and asset detail in a single view of the client portfolio.
Process downloaded Astute-information for portfolio schedules, financial planning and commission tracking.
Log all activities and keep a record of client-advisor interface for more control and compliance.
Manage daily tasks and outstanding instructions improving client service levels and relationships.
Categorise clients and products according to profitability.
Export data to MS Excel for further processing.
Dispatch bulk newsletters and reports to different segments of your clientbase.