Financial planning is nothing but channelizing money into planned investments. These investments could be done in various ways like shares and debentures, mutual funds, real estate, taxation/estate planning, legal resources, retirement planning, etc done at both retail and corporate levels.
With our partner OMNIMax TM, aurionPro provides a comprehensive system for banks and financial institutions that eases the effort of manual tasks and provides for a fast, efficient and reliable environment. OMNIMax manages the huge client database, tracks and maintains current and archives on financial/investment advice, and works in synchronization with other mandatory systems at the bank's end.
With OMNIMax you have:
Client Management
- Stores information on entities such as individuals, estates, and corporates; maintains data on client categories
- Assigns a primary mailing group, stores client notes, client journaling and client correspondence with great efficiency
- Uses data-mining to group clients under categories customized as per banks requirements, for example Gold, Silver Golf etc.
- Creates alerts and generates emails for customers who have outstanding dues and provides for a mail merge facility to generate emails and letters automatically for a group of clients
- Incorporates MS Word templates into its system and also integrates easily with MS Outlook
- Suitable for event management and branding activities
Plan Writing
- Customize your own plan documents
- Incorporate multiple research templates and investment solutions that would facilitate in addressing multiple plan scenarios
- Record client goals and objectives; Incorporate and perform functional analysis on income, expenditure and cash flows and plan output in Microsoft Word/HTML
- Have an investment plan builder (either based on template or at the advisor's discretion)
- Have various product specific modules such as; investment plan; insurance: life & general; estate & tax planning etc.
- Customize risk profiling at bank's discretion for the clients
Portfolio and Risk Management
- Records transactions of all types and provides a feature of fully searchable transaction event history
- Provides a comprehensive portfolio reporting for components like performance valuation, transactions, capital in/out. Offers flexibility to view reports in HTML/MS Word/CSV/XLS format
- Automatic creation of order/instructions for purchase/sell example TAF
- Performs bulk entry of transactions, thereby managing and performing tasks on a huge amount of customer data
- Updates product pricing automatically and is compatible with various stock exchanges, trusts and international financial institutions
- Supports multiple currencies and updates currency data automatically
- Comprehensive Tax reporting
- Supports data feeds from various other systems and financial solutions/Portfolios like InvestmentLink, PPS,ING and OneAnswer
- Provides user flexibility by providing the option to switch client login to view own portfolio
Insurance
- Provides insurance register
- Provides a comprehensive portfolio reporting
Risk and Investment Plan Writing
- Provides Income Protection
- Offers Incorporate multiple investment solutions
- Produces Investment Plan Builder (either based on template or at the advisors discretion)
- Provides Critical Care, medical care, etc.
- Customizable Risk Profiling
Wealth Management
Other Features
- Provides the facility for portfolio re-balancing, automatic invoicing, monitoring of invoices progress in the system and gives alerts when review is due
- Produces a customized portfolio review document in MS Word/HTML format
- Benchmarks profiles by comparing allocations
- Assigns different roles to different users and gives flexibility of having user access to multiple advisors and provides comprehensive reports on advisor activity.
- Supports multiple web browsers like Internet Explorer, Mozilla and Netscape; provides online flash tutorials and provides an efficient disaster recovery solution.
