Retirement goal
Stays on record.
Star category
Private pension: for insurance and financial advisors
In personal retirement and old-age planning, goals, contracts and meeting history are kept together. A review is planned each year.
- English and the community languages your customers speak
- AUD, GST and local levies
- Data protection under revPrivacy Act
A long-term goal, regular check-ups
The client’s retirement goal, existing contracts and apparent gaps stay on record; changes are noted at the annual meeting. Comparison with earlier meetings is possible and documents stay in the same file.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Australian specifics
Pension calculations and tax effects require specialist expertise; the system does not calculate, it provides record and process order.
Frequently asked questions
Can it link to calculation tools?
If the chosen tool offers an interface it is assessed; scope is written in the offer.
Related topics
Policy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreClient file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreAppointments and calendar
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them.
Learn more