Wellington software designer Selwyn Kenneally is launching a new series of his successful Aims Personal Financial Planning software.
The latest product from his firm Capital Planning, features a marketing database, a ‘Fast Facts’ suite of personal financial planning tools, and a financial transaction processing program ‘Transact'.
"Powerful browser and information filtering features enable users to get whatever marketing and sales information they need at any time and with the built in report writer produce reports in practically any format," Kenneally says.
Advisors will also be able to enter details of virtually any product into ‘Transact’ and electronically send a client's application directly to a life insurance company or fund manager.
Kenneally says companies can pay advisor commissions directly back through the ‘transact’ system, thus eliminating the time consuming, and expensive key stroke by key stroke entries they do now.
He says that will provide significant administrative cost savings to the whole industry.
With the ‘Fast Facts’ built-in planning wizard, advisors can quickly plan their clients' risk management and savings programs, and retirement planning can be addressed in a practical and easily understood manner.
Wellington software designer Selwyn Kenneally is launching a new series of his successful Aims Personal Financial Planning software.