Spotlight
Spotlight, which is the flagship product is really designed as an electronic desktop for the Financial Advisor. Spotlight is a dynamic marketing and administration system for the 21st century professional financial consultant and is the first integrated solution to offer the advisor a complete virtual office.
Advisor Edition
Contact Professional not only is a Database Management System but also a Client Relationship Management System.
The Financial Needs Analysis tool assists the Financial Advisor in the Advice Process with his Client.
Compliance Manager
Compliance Manager incorporates 3 major areas of Compliance Management in your business, namely WORKFLOWS, AUDIT LOG and RECORD OF ADVICE.
Investor
Investment Sales Analysis and Portfolio Management , is an integrated investment tracking tool that will enable the Financial Planner to analyse a Full Spectrum of Investments, make investment decisions while monitoring your clients portfolio on a real time basis. Portfolio Makeup contains information on the portfolio makeup of unit trust funds at sector level and even individual stock level. Return Ranking, Fund size Comparisons, Historical Comparisons and capturing and analyzing Clients’ Portfolios are all possible with Spotlight Investor
Wealth Manager
Is a simple yet powerful tool that enables Financial Planners to provide holistic Wealth Management advice for their Clients. It focuses on the client’s lifestyle goals and allows the Financial Planner to easily model scenarios with the client on how these goals can be achieved.