Alex

Alex - software for financial advisors

What will the program do for you?

- First of all, it will make your job very easy. You can constantly use the Contacts, Clients, Referrals, Contracts, Commissions, Notices, Birthdays, Written Documents, Investment Instructions etc that you record. The extra work at the beginning will pay you back a hundred times over.

- No longer will you need to keep flipping through papers. You put your client's paper documents in a drawer and only pull them out on rare occasions. You target clients using Alexa.

- You reach out to them ATtherighttime.And that, as you know, is a major key to success and therefore money.

- Before the client visit, you print out a detailed summary of the entire family's contracts and data, including a graphic display of the contracts. You will get a perfect overview.

- Alex also includes a mandatory Diary of the investment intermediary.

The program is also suitable for Slovak financial advisors (company dials etc. are freely changeable - Slovak users).