ABOUT THE SYSTEM
WHAT WE OFFER
IRESS Integration
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Seamlessly integrates with IRESS, a leading financial services software provider
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Enables advisers to access client data, financial information, and relevant documentation directly from within the CRM platform
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Eliminates the need for manual data entry and reduces administrative burden
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Allows real-time updates and synchronisation of information
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Facilitates accurate and up-to-date client interactions
Case Sourcing
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Simplifies case sourcing for equity release advisers by effortlessly aggregating relevant cases within the system
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Intuitive interface and advanced algorithms identify potential cases based on predefined criteria
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Advisers can easily access curated lists of cases within the platform, saving time and effort
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Enables advisers to focus more on client
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Interactions and strategic decision-making, driving business success
Rate Changes
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Advisers can stay ahead of market fluctuations, ensuring clients receive the most competitive rates available
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Enables proactive communication with clients and swift adjustments to financial plans
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Seamless integration of rate change notifications into the platform
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Empowers advisers to provide timely and informed guidance
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Enhances client satisfaction and bolsters their reputation as trusted experts in the industry
WHAT IS DIFFERENT ABOUT OUR SOLUTION
Integrated Sourcing Solution
The Iress sourcing platform provides an integrated solution for sourcing equity release products from a variety of providers. This means that advisors can access all 10 equity release providers in one place, making the process of sourcing and comparing products more efficient and saving them valuable time.
Equity Release Fact Find
The platform includes an equity release fact find, which allows advisors to gather all the necessary information from clients in a systematic and comprehensive way. This helps advisors to provide more accurate advice and recommendations to clients, as well as ensuring compliance with regulatory requirements.
Enhanced Commission Uplift
By using the Iress sourcing platform, advisors can see the uplift they will receive in proc fees commission. This transparency allows advisors to make informed decisions about which providers to recommend to clients, based on a range of factors including commission rates and product features.
Independent and Impartial
The platform is a completely independent system, meaning that advisors can be confident that they are accessing a truly impartial source of information and recommendations. This allows advisors to provide the best possible advice and recommendations to clients, based solely on their needs and circumstances.
