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Key Features
- CRM
- Contact Management
- Search Engine
- Letter Writing
- Mail Merge and Personalized Mass Email
- Scheduler and Activities Tracker
- Data Import and Migration
- Import Contact, Policy, Unit Trust and ILP information from Excel
- Financial Needs Analysis - coming soon
- Financial Ratio Analysis
- Cash Flow and Net Worth Analysis
- Retirement Planning with MPF projection
- Education Planning
- Special Needs Planning
- Risk Profiling
- Fact Find
- Risk Management Analysis
- Live Data Feed
- Mutual Fund Price Update
- Historical Mutual Fund Price Download
- Major Indices Update
- Fund Performance Update
- Fund Information
- Portfolio Management
- Portfolio And Fund Margin Alert
- Portfolio Summary Report
- Portfolio Performance Update
- Portfolio Rebalancing
- Insurance Management - coming soon
- Life and General Insurance
- Policy Maturity Alert
- Policy Summary Report
- Chart Center
- Historical Fund Annualized and Absolute Returns
- Fund Sharpe Ratio, 3 Year Risk Return Ratio, Expense Ratio and 3 Year Annualized Volatility
- Indices Chart
- Portfolio Simulation
- Over 30 Year Simulation
- S&P 500, MSCI Europe, KOSPI, NIKKEI 225, HANG SENG, TWSC, MSCI World, Composite Bond Index, GOLDS Commodity Index, Singapore Nominal GDP, Singapore 12 Month Fixed Deposit Rate, Rebalance Every Year
- iFAST Integration
- Client Contact and Holdings Download
- Straight-Through Electronic Transactions
- Reports
- Financial Needs Analysis Report
- Insurance Summary Report
- Mutual Fund Portfolio Summary Report with Internal Rate Of Return (XIRR)
- Investment Proposal Report
- Rebalancing Report
- Portfolio Back-Testing
- Historical Portfolio Annualized and Absolute Returns
- Include or Exclude Upfront Fee Simulation
- Microsoft Outlook Integration
- Import Outlook Contact Information
- Synchronize Contact, Policy and Investment to Outlook
- Hand-held devices enabled with Outlook
- Data Mining
- Query Tools extracting information to Microsoft Excel
- Straight-Through Portfolio Rebalancing - coming soon
- Customize Model Portfolios
- Auto rebalance portfolio to Model Portfolio asset and fund allocation
- Auto populate rebalancing actions to trades creation
- Straight-through transactions with real-time validation
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