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Wealth management software
Multiple products, one solution
Help maximise every sales opportunity with our point-of-sale system which provides your customers with immediate, compliant advice for life, pensions, in-retirement, savings & investments, protection, mortgages and general insurance.
Our solution supports tied, multi-tied and IFA business models across all distribution channels including; mobile or branch-based advisers, call centre, consumer internet, workplace or business partner internet.
Features & benefits
Rapid deployment, minimal cost
Significant out-of-the-box functionality means that you can be up and running and differentiating your proposition across all distribution channels with minimal cost and rapid time to market.
One system for all scenarios
Do you need a mobile and office based advice model? No problem. With a single implementation you can enable advisers to meet customers out of the office, in the branch, over the phone, or via the web.
Straight-through-processing
Seamlessly plug your advisers into industry portals, training and competency and your back-office systems to make sourcing products and processing business faster while reducing the cost of writing business.
Maximise every opportunity
Our solution can be provided with a wealth of clever customer data products which allow your advisers to get to know their customers like never before. Minimise interview times, maximise every opportunity.
Integral ICOB/COB compliance
We help to look after your reputation by reducing the cost of compliance and helping you to demonstrate a commitment to compliant operation.
Noticeably different
By being able to quickly customise and brand our system to your specific requirements we can deliver an exceptional experience to your advisers and customers.
Pricing models
We have developed a highly flexible pricing model that can be tailored around a customer's specific financial circumstances. It is directly linked to usage of the system and therefore the business benefit. Typically, it consists of a combination of license, services and transaction fees.
Many channels, one solution
N4 Solutions provides a complete platform that can support the distribution of all your financial services products including mortgages, insurance, personal loans, credit cards, savings & investments, retail banking and wealth management / financial planning. The core sales and originations components can be deployed in a manner and style that suits all channels, including disconnected roaming client mode.
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Technology
Infrastructure
- Online browser based solutions and roaming (mobile) client solution within a single system implementation
- Scalable
- Secure
- Mobile
Deployment, iterations and versions
- Tool-based customisation approach using a Model Driven Architecture (MDA)
- Zero deployment time for users
- Deployed on Microsoft Windows Server 2003 and 2008
- Supporting Microsoft SQL Server 2005 and 2008
Technical specifications
- Microsoft .NET technology
- Service Orientated Architecture (SOA)
- Web Services (WSDL, SOAP, WSE) support
- Message Queue support
Training
Our dedicated training and consultancy division works with you to create tailored training that brings people and technology together. We use the latest technology in a blended learning approach delivered by professional trainers.
Training programmes are linked to key business aims, giving you the best opportunity to achieve your goals. The end result is a successful implementation that enables people to perform efficiently and confidently, whatever the situation.
Support & maintenance
Support and maintenance is comprehensive and delivered to contracted service levels. It includes:
- Telephone help desk
- Problem diagnosis and management
- Defect correction
- Release management
- Regular technology updates
- Access to functional upgrades
© N4 Solutions Ltd. 2010