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The BrokerageIf you are managing a brokerage what matters most to you?
The Sales ProcessWe all have different ways of working. And most people are pretty sure theirs is the best. However you run your business, make sure your tools are built around you.At the centre of the sales process will be your client management suite where cases are managed and progressed. Our Momentum software gives you a tried and tested compliant formula for most high value financial products. This has been developed through partnerships with some of the UK’s leading advisory networks and firms. But the really great thing is that when you want something unique to you, we can do that too. When it comes to the tools to source your products, Prospector has everything you need but one of the greatest strengths of the software is that you can use it as you wish. Prospector gives you the flexibility to work the way you want to. ComplianceHow do you demonstrate compliance? We understand it’s a complex process. Whether you have an in-house compliance officer, an external consultant or as the manager of your brokerage you do it all yourself, what is probably most important is that your records are all in order, easy to access and complete.Whether recording activity in TrigoldCrystal’s Momentum system or documenting the advice process when sourcing on Prospector, you can be assured you are getting the highest level of compliance support available. Maximising OpportunitiesIn an complex industry like financial advice we have become used to multiple systems, different products, different systems, which all have to be juggled to get the most out of them.With TrigoldCrystal’s approach we bring all the best of the market onto a platform that puts all the tools you need at your fingertips. When adding products to your clients portfolio, you can ensure that you won’t have to go far to get them. Know what is happening as it happensWhether you manage one person or 50, your job is much easier if you know what business is being done. Prospector gives your advisors the best way to conduct business and when this information is fed back into Momentum, you can be sure you have access to the right files, at any time, with the added confidence that all your client data is protected and secure.Control CostsYou advise your clients to be prudent and be well advised in the use of their money. We understand that you will be as sensible with your money as you are with your clients’. We could only have come to be working with over 70% of intermediaries by offering good value for money.Changing technology, updating applications, and training staff all cost you money. A client management system, should be able to expand as you do, ensure that as you increase the products you advise on and give you the options you need. Not many companies are able to provide this. For example, if most of your business is with mortgages but in the future you are considering Equity Release, Pensions, Investments, and all types of Insurance, it would be a waste of money to invest in mortgage-only systems. We offer systems that allow you to deal with all product areas. Have all your questions answered by calling us on 08714 23 24 24, option 4. |
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