Prospect management.
As financial planning is a lifetime practice, WealthBox helps to manage prospects in a systematic manner from very initial stage so that they are able to serve their prospects effectively. |
Quick tracking.
WealthBox allows access to what clients have authorised as information that serve as the basis for financial strategies and positions. |
Opportunity.
There are many prompters or ideas to help identify opportunities on investment, insurance, estate planning and other financial related services. |
Interactive.
WealthBox promotes closer relationship between financial planners and their clients via regular system interaction. |
Integrated.
WealthBox is able to uncover potentially difficult financial problems of their clients with integrated health checks. |
One-Stop Service Provider.
RWP works with established financial institutions and financial planners/advisers to provide complete product fulfillment and effective execution of financial plans. |
Value-Add.
Differentiate yourself from others in the competitive landscape with complete wealth management services. |
Better client relationship management.
Enhance your relationship management of clients and prospects more efficiently. |
Proactive alerts .
Effectively manage client accounts on a timely basis and with less effort. |
Business Development.
Retain existing clients and gain new referrals/clientele through the introduction of this tool. |
Who should subscribe as Associate? |
| WealthBox is valuable to the following group of users. |
Anyone who wishes to plan, implement, manage and monitor clients' financial health and goals effectively. |
Financial planners who want to offer sound financial planning advice and solutions to their clients. |
Corporate or institutional financial service providers in the areas of estate planning, insurance planning, investment planning and other financial services. |
Anyone who wishes to upgrade to become an integrated financial planner. |
