External Advisor is an application specifically designed to provide Banks and Insurance Companies with a simple and operational solution for managing distribution networks (Financial Investment Advisors or Wealth and Investment Management Advisors) but also to their end customers.
External Advisor is a 100% web-based platform which is totally modular and therefore scalable, which allows for easy deployment, integration and administration. It uses a simplified interface and guided operation. External advisors have a first-class tool to manage their clients' life insurance portfolios and contracts. This application allows the monitoring, linking, animation and management of the network of external advisors, promoters and end customers. This application was developed on the basis of our ActivPortal integration tool and provides an opening to the outside world with a business- and service-oriented architecture and communication between banking and insurance applications (SOA). It allows the customer to customise and enrich the processes offered by the product according to its organisation.
A solution for Wealth and Investment Management Advisors at the service of their customers. A business platform which integrates the essential financial functions of portfolio management and life insurance contracts:
Customer vision: a complete customer relationship management allowing consultation of the banking portfolios and life insurance contracts of each customer, visualisation of securities and funds by customer, additional information to better know and therefore better advise each customer (K.Y.C.) whilst still respecting the regulatory constraints of the GDPR, but also a simplified electronic document management allowing grouping together of all documents by customer.
Contract vision: search and detailed vision of life insurance contracts, allowing in particular visualisation of the funds by contract as well as characteristics, editing personalised intermediate situations, listing operations/movements and, finally, to set up monitoring on the +/- values as well as comparison graphs with other entities (portfolios, contracts, securities and model portfolios) via our grapher module. Via the "contracts" vision, it is also possible to carry out simulations of transactions or actual unit and mass transactions.
Portfolio vision: we find here the same functions as those proposed on the "contract" vision but specially adapted for banking portfolios.
Model portfolio and profile management: this feature allows you to define model portfolios and then generate alerts on any discrepancies with clients' banking portfolios and insurance contracts.
Entity comparison grapher (portfolios, contracts, securities and model portfolios): used at the level of banking portfolios and life insurance contracts, this module allows comparisons to be made over time.
Return of commissions.
Synthesis reports: A "reporting" module allows you to consult pre-defined reports and build your own reports.
Data exports: it is possible for each advisor to export data in Agregasoft or Penelop formats.
Documentation: the advisor will be able to retrieve all the documents made available by the bank or insurance company.
A solution for Banks and Insurance Companies to serve their CIF/CGPIs and their customers:
Provision of financial functionalities offered to CIF/CGPI.
Network animation thanks to its portal and intuitive and integrated content management.
Monitoring tools (by IFA, IFA group, etc.) and provision of statistics.
Reporting tool allowing consultation of information in various forms: lists, pivot tables, graphs, mailing, complex reports, customer reports.
Support for the European GDPR regulation.
Traceability / audit / monitoring.
Back-office / middle-office interface via SOA architecture.
Multi-depository mode and therefore aggregation function for a global vision of the client.