ePFR app for iPhone and iPad
Developer: Phillip Securities Pte. Ltd.
First release : 13 Sep 2013
App size: 3.33 Mb
‘EPFR’ (also known as Electronic Personal Financial Review) is a fact-find toolkit application designed and developed by Phillip Securities Pte Ltd, specially for our financial advisory consultants in Singapore. This application provides a seamless process between sales advisory and back-office administration. In addition, it aims to improve the professionalism & productivity of our consultants.
Features and benefits:
* Straight-through Process
Online fact-find application would improve the overall productivity and reduce the processing time with real-time submissions and approvals.
* Validation of Fact-Find Process
Application shall automatically validate the completeness of client information data and generate an outcome for client knowledge assessment.
* Paperless
Going paperless would not only be more environmentally friendly but reduce the risk of misplacing forms.
* User Friendly
High-tech and high-touch platform would provide a more positive client experience engagement during the fact-finding process.
To understand more about the value-add of being a Phillip Financial Advisor? Please contact us at 65311 555 or login to our website www.phillip.com.sg/fa for more details.
Our Motto is ‘Your Success Is Our Success’.