FINANCIAL TECHNOLOGY
Take a look at me now …
Between Centra ’ s core functionality , its add-on modules and its integration with intelliflo office , just look at how much of your advice process it can cover !
5 complimentary licences per firm
Fund / DFM , wrapper , product & platform research
5 years of continuous development
Risk profiling
Pension , platform & product switching
Cashflow forecasting
Selection & suitability reporting
Fact-find
Transact in platform and record in CRM
CLIENT RECORD
Valuations – automatic real-time or bulk valuations
Recommendation – fund & holdings from Centra
Submit to provider – straight-through transaction process
Intelliflo app integrations – extend & enhance function & efficiency from
and 100s more …
Client engagement – personal finance portal from intelliflo
• Single point of access for all their financial information
• Complete selected tasks and submit information at their leisure
• Secure messaging and document transfer , 24 / 7
• Tailor to service levels to evidence client value .
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