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View Financial Data from Outlook: Extends Outlook contact data to include a wide range of client specific financial information including assets, income details, goals, risk profile, and liabilities.
Document Archiving/Retrieval:
Provides an integrated online document management and retention system for a paperless office, easing the compliance burden of serious online record management. Archives important e-mails and meeting notes automatically.
Designed for Collaboration:
Advisor teams can now easily share online client data, tasks, reports and documents
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Managing client data, documents and contact information is one of the most time-intensive tasks that any financial professional or team deals with. Usually advisors have some type of contact management or Customer Relationship Management (CRM) software to manage some or all of these tasks. The key for greater advisor efficiency is the depth of financial details that can be managed, and the integration of the contact system with other advisor applications.
Besides Outlook, there are a number of contact database applications targeted at the independent advisor, including a number of financial advisor extensions. The reality is that these applications were never designed for either the in-depth financial information that advisors maintain, nor the intensive processes and document management requirements unique to financial professionals.
ClientVision is the first Financial Relationship Management (FRM) tool that is both offered as a software service over the web, as well as being completely integrated into Outlook 2007. ClientVision fills the gap for independent and small office advisors and agents who are looking for a way to extend their existing contact management tools to their financial practice, including comprehensive financial planning.
Watch the ClientVision demo now.
ClientVision integrates all your client's financial details within Outlook so there is no learning curve and all information is easily accessible from your desktop.
ClientVision essentially extends any client Outlook contact record, with an additional menu bar that provides access to all the data and reports that a financial advisor needs. Financial holdings and pricing details can be kept up to date with external data sources such as back-office applications, custodians, or broker-dealers through a number of data adapters, such as Albridge or DST.
All of the Outlook tasks, such as setting meetings, sending e-mail, and looking up client contact details are all available in the same window, along with clients financial data and reports.
Note: ClientVision requires Outlook 2007 (prior versions not supported). If you would like a 60-day free trial of Outlook 2007 from Microsoft to go along with your ClientVision trial or puchase, you can click here.
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