19 July 2018
Register today

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."

Comments: (0)

Comment on this story (membership required)

Related company news


Related blogs

Create a blog about this story (membership required)
Visit http://go.jumio.com/finextraAdVisit https://secure.vasco.comVisit info.nice.com

Top topics

Most viewed Most shared
Calmejane quits Lloyds Bank to join SocGenCalmejane quits Lloyds Bank to join SocGen
10620 views comments | 4 tweets | 7 linkedin
Metro Bank opens developer portalMetro Bank opens developer portal
9845 views comments | 5 tweets | 14 linkedin
Anything Visa can do...Mastercard takes time outAnything Visa can do...Mastercard takes ti...
9438 views comments | 6 tweets | 15 linkedin
Mastercard enlists Worldpay to push Vocalink's Pay by Bank appMastercard enlists Worldpay to push Vocali...
8773 views 19 comments | 14 tweets | 30 linkedin
Citi to streamline corporate receivables with HighRadiusCiti to streamline corporate receivables w...
8097 views comments | 1 tweets | 5 linkedin

Featured job

Competitive base, double ote, benefits
New York City, NY - USA

Find your next job