Investmaster adds Fyntel CRM module to wealth relationship management platform
25 November 2004 | 2207 views | 0
Source: Investmaster Group Limited
Investmaster Group Limited, the UK's largest supplier of integrated systems for wealth managers and institutional brokers, has today announced a partnership with Dublin-based Fyntel, a global provider of expert CRM software. The Fyntel Fyntelligence financial planning solution is an important component of Investmaster's recently launched Investmaster Wealth Relationship Management platform (Investmaster WRM).
The agreement will see Investmaster act as distributor for Fyntel's Fyntelligence range of financial planning products in the UK. Investmaster will be the first line of support for Fyntel's customers in the UK and will provide ongoing support and helpdesk services.
The Fyntelligence solution is designed exclusively to enable providers of financial services to build and nurture valuable customer relationships. It makes use of a 'fact find' to identify clients' current and planned financial expectations, maps long-term cash flow forecast based upon the proposed investment plan and meets all compliance and regulatory requirements.
In an increasingly regulated environment the Fyntelligence software will allow users to capture extensive client information, such as assets, liabilities, investment goals and priorities. Fully addressing the Know Your Client (KYC) requirements and ensuring that all reasonable steps are taken to gather sufficient relevant financial and personal information regarding the customer, and that this information is taken into consideration when advising on subsequent investments.
Simon Tizard, Strategic Development Director of Investmaster commented: "By offering this as part of Investmaster's WRM platform we are creating a product suite that will allow investment managers to better understand and meet the needs of their clients. We believe that our partnership with Fyntel will also provide us with the knowledge and tools required to extend our customer base within the IFA and private banking sectors."
John Higgins, Managing Director of Fyntel continued: "The Fyntelligence products will provide Investmaster's customer base with crucial financial planning tools. Furthermore, we believe that partnering with a market leader in the wealth management solutions sector such as Investmaster will provide us with the ability to offer a new suite of tools to the Investment Management community in Ireland."