Tech.Sell's Financial Machine for GoldMine - helps advisor groups meet today's challenges

Today's unprecedented market conditions have increased the demand for advisor organizations to implement internal systems to simplify yet strengthen the customer management process. Tech.Sell has created a customized version of GoldMine Premium Edition which provides the tools you need to increase productivity and efficiency to meet today's challenges.

Challenges:

• Maintain Client Loyalty

• Manage expanding client information

• Track critical processes

• Simplify compliance

• Quick access to key information - reporting

Tech.Sell's Financial Machine for GoldMine answers these challenges

• Helps Maintain Client Loyalty

  • Easy follow up system for reviews, birthdays, calls, etc.

  • Neglected client system - no contact in XX days.

• Manage expanding client information

  • Quick access to client information including; family, portfolio, trusts, trades, insurance and more

  • Ready to use reports compile client info on printout for reviews.

• Track critical processes

  • ACATS Tracking –
    Where is the money? Built in process and reporting to track key aspect of new customer setup.

  • Sales Pipeline for new clients

  • Policy expirations

  • Key birthdays

  • Annual/quarterly review dates

  • Open service issues

• Simplified  Compliance

  • Complete history of all client meetings and notes

  • Easily link any document or PDF to the client record

  • All e-mails linked to client record

• Simple reports to show you really important things

  • Neglected Clients

  • Prospects in the pipeline

  • Clients with birthdays in the upcoming month

  • Clients or spouses turning 59 1/2, 65. 70 ½

  • Clients with upcoming reviews

  • One click client history report

  • and more