Financial advisory business is an information intensive business that draws on vital client information and extensive product and market research to provide clients with accurate, timely and astute advice.

A Client Life Cycle starts from initial meeting for Fact Find, and proceeds to needs analysis to ascertain client's financial health and lifestyle needs. A financial plan is then formulated with product recommendation. Once the client agrees to implement the financial plan, the next stage of the financial plan execution, monitoring and regular review begins.

Adviser Matrix aids you at every stage of Client Life Cycle and provides the tools to manage the process effortlessly.

Stage 1
Fact Finding - Information Capturing

• Client Personal Information
• Insurance portfolio
• Investment portfolio
• Lifestyle Goals

Stage 2
Financial Needs Analysis (FNA)

• Cash flow and net worth
• Retirement
• Education
• Risk Management
• Special Needs
• Financial Ratio Analysis

Stage 3
Product Research and Recommendation

• FNA Report
• iFAST Funds Research
• Portfolio Historical Performance Back Testing
• Fund Analysis with Chart Centre
• 30 Year Indices-based Portfolio Simulation

Stage 4
Plan Execution

• Portfolio construction
• iFAST Account Opening and Transactions with iPASS/iSIGN

Stage 5
Plan Monitoring

• Live Data Feeds to update portfolio performance
• Fund and Portfolio Alert to track portfolio performance
• Regular Portfolio Summary report
• Life and General Insurance Policy Maturity Alert

Stage 6
Plan Review

• Financial Needs Analysis Review
• Straight-Through Portfolio Rebalancing
• Contact Management with Next Review Alert